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Overland Park, KS Office

Team
Updated today
Prime Capital Financial logo

Prime Capital Financial

Enterprise

Firm-wide stats for Prime Capital Financial

Total advisors

265

Across 72 offices

Clients per advisor

84 High

Avg AUM per client

$850,430 High

HNW client ratio

25% High

About

Prime Capital Financial is an SEC‑registered enterprise advisory firm serving individuals (including high‑net‑worth and ultra‑high‑net‑worth clients), trusts, corporations, and retirement plans through a broad set of services including asset management (wrap and transaction‑priced programs), financial planning, qualified retirement plan sponsor and trustee services, and third‑party manager selection. The firm also provides family office offerings and delivers retirement plan participant managed account allocations across common custodial platforms.

The firm manages accounts on both discretionary and non‑discretionary bases using Investment Policy Statements and ongoing monitoring, and it deploys a mix of core/satellite, thematic, and tactical strategies as well as TAMP/TPMM relationships and sub‑advisory arrangements. For held‑away accounts (for example plan participant accounts and HSAs) Prime Capital Financial uses the Pontera platform to implement tax‑efficient rebalancing and allocation adjustments, and it acts as investment adviser to the Fiduciary Investment Trust collective investment funds used by retirement plans.

Noteworthy distinctions relative to many large peers include an affiliated accounting subsidiary, Prime Capital Tax Advisory, that provides tax planning/preparation and bill‑pay services (including arrangements that can create custody implications and an annual surprise examination), and a family office practice that offers consolidated reporting across custodians, private investments and real estate plus financial administration and governance services. The firm also maintains continuity mechanisms for legacy and acquired client relationships and engages in promoter/co‑advisor arrangements and occasional participation in private fund/co‑investment opportunities, which can affect how certain products are recommended.

Based on Prime Capital Financial

Expertise

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Based on Prime Capital Financial

Occupation focus

Founder/Business Owner Executive

Based on Prime Capital Financial

Location

6201 College Blvd., Suite #150

Overland Park KS 66211

Advisors at this office

110

Advisors at this office

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Cameron L

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Cameron Lindholm is a financial advisor at Prime Capital Financial with Series 63 and Series 65 licenses. He has been in the financial industry since 2026 and previously held roles at LPL Financial and Intrust Bank. Outside of finance, his background includes positions in retail and education. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Conor K

CFP®, Series 66

Overland Park, KS

Prime Capital Financial

Conor Kelly is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Prime Capital Financial and previously worked for 14 years at The ETF Store, Inc. Outside of his advisory role, he serves as an outside director for Bison State Bank and is the finance chair at Visitation Catholic School. He is also a co-founder of Routine Success, a company that provides caregivers tools to help young people achieve increasing independence. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Keller J

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Keller Johnson is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Private Client Services, Cambridge Investment Research, and Lawing Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, and family office solutions. The firm employs a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Emory L

CFP®, Series 65

Overland Park, KS

Prime Capital Financial

Emory Linder is a CFP® and Series 65-registered advisor with two years of industry experience, currently with Prime Capital Financial. Prior to this, he worked at Sugarloaf Wealth Management and Banker's Life. Outside of financial advising, he performs handyman and administrative tasks for a dental practice owned by his family. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, and family office offerings, employing both discretionary and non-discretionary investment approaches with various strategic overlays.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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 five years of industry experience. He holds the Series 65 designation and has previously worked at Medtronic. Outside of his advisory role, he is a partner in CHHSZ Holdings, LLC, which is the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary strategies with a focus on tax-efficient rebalancing and consolidated reporting.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mary L

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Mary Lucas is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Cetera, Emprise Bank, and UMB Financial Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated tax advisory subsidiary as well as a family office practice.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Maryse S

Series 65

Overland Park, KS

Prime Capital Financial

Maryse Schlenk is a financial advisor at Prime Capital Financial with a Series 65 credential and several years of industry experience, including prior roles at TFB Advisors, Two West Capital Advisors LLC, and Paragon Capital Management, LLC. She has worked in various advisory capacities since 2008. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a range of investment strategies and maintaining an affiliated accounting subsidiary to provide tax planning and related services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher K

CFP®, Series 63

Overland Park, KS

Prime Capital Financial

Christopher Kohne is a CFP® with 29 years of experience in the financial services industry. He is currently with Prime Capital Financial and has previously worked at firms including Lincoln Financial Advisors Corporation and Sugarloaf Wealth Management. Outside of his advisory role, he is also a part-time freelance guitarist. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. It offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Braden H

Series 65

Overland Park, KS

Prime Capital Financial

Braden Hoffman is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He has been with Prime Capital Financial since 2025 and has prior experience with the University of Kansas and KU Innovation Park. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm manages accounts using both discretionary and non-discretionary approaches and employs a mix of core/satellite, thematic, and tactical investment strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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George M

Series 63, Series 66

Overland Park, KS

Prime Capital Financial

George Maniatis is a financial advisor at Prime Capital Financial with 24 years of industry experience. He has held positions at Prime Capital Investment Advisors, LLC and Private Client Services since 2018, and previously worked at Charles Schwab and Charles Schwab Bank for 14 years. Maniatis holds Series 63 and Series 66 licenses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms to manage both discretionary and non-discretionary accounts and provides integrated tax advisory and consolidated reporting services through affiliated subsidiaries.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin K

CFP®, Series 63, Series 66

Overland Park, KS

Prime Capital Financial

Kevin Kaylakie is a CFP® professional with 19 years of experience in financial advising, currently with Prime Capital Financial. His prior roles include positions at Sinecera Capital LLC, Northern Trust Securities Inc., Northern Trust Bank, Maslow Wealth Advisors, Merrill, and Equitable Advisors. He serves as Board Member, Treasurer, and Investment Committee Chairman of the Hospice Austin Fund and is also involved with the Catholic Diocese of Austin and Emmaus Catholic Church in Austin, TX. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm uses diverse investment strategies and maintains an affiliated accounting subsidiary to provide tax planning and financial administration services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Wendy P

Series 65

Overland Park, KS

Prime Capital Financial

Wendy Perrin is a Series 65-licensed financial advisor with six years of industry experience. She has worked at Prime Capital Investment Advisors, LLC since 2014, following three years at Goldleaf Partners. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, family office offerings, and uses a variety of investment strategies along with affiliated tax advisory services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alfonso B

Series 63, Series 65, Series 66

Overland Park, KS

Prime Capital Financial

Alfonso Burgos is a financial advisor at Prime Capital Financial with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Financial Engines Advisors L.L.C. and Edelman Financial Services. Burgos is also a member of CHHSZ Holdings, LLC, which owns Prime Capital Financial, and receives a share of the company's profits. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax planning through an affiliated accounting subsidiary, and consolidated reporting across multiple custodians.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christy D

Series 65

Overland Park, KS

Prime Capital Financial

Christy Dodge is a Series 65–licensed financial advisor with 17 years of industry experience. She has worked at Prime Capital Financial since 2026 and previously held positions at Pathfinders Innovations, Triad Wealth Partners, and Financial Engines Advisors. Outside of her advisory role, she serves as treasurer for both the Grey Oaks Homes Association and Monticello Trails Middle School PTA, and she is the vice president of philanthropy for the National Charity League — Heart of KC Chapter. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and manages accounts on discretionary and non-discretionary bases while providing tax planning, consolidated reporting, and continuity mechanisms for client relationships.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ashlea J

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Ashlea Jones is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Prime Capital Investment Advisors, LLC and Private Client Services since 2019 and previously held roles at Ozark National Life Insurance and N.I.S. Financial Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs both discretionary and non-discretionary management approaches with diverse investment strategies and supports tax-efficient rebalancing and consolidated reporting.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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