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Prime Capital Financial

Updated today

Client assets under management

$18,819,158,214

Clients

22,129

25% high-net-worth

Advisors

255

of 446 employees

Firm type

Enterprise

300-3,000 advisors or >$30B in AUM

Clients per advisor

87

High

Average account size

$850,430

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors

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Main office location

Prime Capital Financial

6201 College Blvd., Suite #150

Overland Park KS 66211, United States

Number of offices

88

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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Bryan S

ChFC®, Series 63

Wayzata, MN

Prime Capital Financial

Bryan Schuenemann is a financial advisor with Prime Capital Financial and holds the ChFC® and Series 63 credentials. He has 23 years of industry experience, including roles at Private Client Services and Cambridge Investment Research Inc. He is a member of several regional manufacturing associations and financial planning councils. Prime Capital Financial is an enterprise firm with 255 advisors, providing investment advisory and asset management services.

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Conor K

CFP®, Series 66

Overland Park, KS

Prime Capital Financial

Conor Kelly is a CFP® professional with over 22 years of experience in the financial services industry. He is currently with Prime Capital Financial, where he has worked since 2024, following a 14-year tenure at The ETF Store, Inc. Outside of advising, he serves as an outside director for Bison State Bank and is the finance chair at Visitation Catholic School. He is also co-founder of Routine Success, a nonprofit providing tools to support young people’s independence, and manages a mudjacking services business. Prime Capital Financial is an enterprise firm with 255 advisors that offers investment advisory services and is involved in related risk management through affiliated entities.

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Keller J

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Keller Johnson is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is involved in the sale and service of fixed insurance products through an affiliated insurance agency. Prime Capital Financial is an enterprise firm serving a broad client base, offering investment advisory services through a federally registered advisor entity.

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Emory L

CFP®, Series 65

Overland Park, KS

Prime Capital Financial

Emory Linder is a CFP® with two years of experience in financial advising, currently with Prime Capital Financial. His prior roles include positions at Sugarloaf Wealth Management and Banker's Life. Outside of finance, he assists with administrative and maintenance tasks at a family dental practice. Prime Capital Financial is an enterprise firm with 255 advisors.

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Sean T

Series 63, Series 65

Charleston, SC

Prime Capital Financial

Sean Thompson is a financial advisor at Prime Capital Financial in Charleston, SC, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Fidelity Investments and Private Client Services, among other firms. Prime Capital Financial is an enterprise firm with 255 advisors that serves clients through a broad range of investment services and wealth management strategies.

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John S

Series 65

Overland Park, KS

Prime Capital Financial

John Seibolt is a financial advisor at Prime Capital Financial with four years of industry experience. He holds a Series 65 designation and has prior work experience at Medtronic. Prime Capital Financial is an enterprise firm with 255 advisors that offers investment advisory services through its affiliated registered investment advisors.

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Tucker P

Series 65

Columbus, IN

Prime Capital Financial

Tucker Payne is a financial advisor at Prime Capital Financial with a Series 65 designation and four years of industry experience. He has worked at Prime Capital Investment Advisors since 2021 and previously held roles at Giesting Financial and Northwestern Mutual Life. Outside of advising, he has experience assisting with financial planning support and client meeting monitoring. Prime Capital Financial is an enterprise firm with over 250 advisors that provides financial services, including investment and risk management solutions.

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Alexander M

Series 65

Houston, TX

Prime Capital Financial

Alexander Mc Clain is a financial advisor at Prime Capital Financial in Houston, TX, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Lido Advisors, LLC and GoodLynx, as well as experience outside finance at The Home Depot and his family business, McClain Plumbing & Heating Inc. Prime Capital Financial is an enterprise-level firm with 255 advisors serving a diverse client base.

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Mary L

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Mary Lucas is a financial advisor at Prime Capital Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera and Emprise Bank. She is currently involved with Prime Capital Investment Advisor. Prime Capital Financial is an enterprise firm with 255 advisors, serving a broad client base through a comprehensive investment approach.

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Andrew S

Series 63, Series 66

Los Angeles, CA

Prime Capital Financial

Andrew Selu is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Financial Engines Advisors and Fidelity Personal and Workplace Advisors. Outside of finance, he co-owns an ecommerce business with his wife that sells home decor and other items. Prime Capital Financial is a large enterprise firm with 255 advisors that provides investment and advisory services.

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Neill Y

Series 65

Asheville, NC

Prime Capital Financial

Neill Yelverton is a financial advisor at Prime Capital Financial with 12 years of industry experience. He holds a Series 65 designation and has worked at Prime Capital Investment Advisors, Earth Equity Advisors, and Minerva Planning Group. Prime Capital Financial is an enterprise firm with 255 advisors, providing investment advisory services through its affiliated entities.

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Tina L

Series 63, Series 66

Fayetteville, AR

Prime Capital Financial

Tina Lamb is a financial advisor at Prime Capital Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Prime Capital Investment Advisors, LLC since 2019, following a 20-year tenure at Longer Investments. Prime Capital Financial is an enterprise firm with 255 advisors.

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Mark U

CFP®, Series 63

Bethesda, MD

Prime Capital Financial

Mark Ulicny is a CFP® with 24 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Private Client Services, Prime Capital Investment Advisors, Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. Prime Capital Financial is an enterprise firm with 255 advisors, offering comprehensive financial advisory services.

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Christopher K

CFP®, Series 63

Overland Park, KS

Prime Capital Financial

Christopher Kohne is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds the CFP® designation and the Series 63 license. Prior to joining Prime Capital Financial, he worked at Lincoln Financial Advisors Corporation for 21 years and held roles at Sugarloaf Wealth Management, LLC, Triad Advisors, and OSAIC. Outside of his advisory work, Kohne is a part-time freelance guitarist. Prime Capital Financial is an enterprise firm with 255 advisors that serves a broad client base, offering investment strategies tailored to meet diverse financial goals.

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Bruce B

Series 63

Franklin, TN

Prime Capital Financial

Bruce Beyer is a financial advisor with Prime Capital Financial in Franklin, TN, holding a Series 63 designation and over 34 years of industry experience. His prior roles include positions at Private Client Services, Prime Capital Investment Advisors, Lawing Financial, and Cambridge Investment Research. Outside of advisory work, he is involved with Wakemaxx Watersports, LLC, overseeing financial matters and sales for the marine sales and service business. Prime Capital Financial is an enterprise firm with 255 advisors, offering investment advisory services through its registered investment advisor entity.

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