Happy 5th Anniversary with Prime Capital Financial, Tina Lamb! We’re so grateful for your hard work and commitment over the past five years. Here’s to celebrating this milestone and the many successes still to come!
Prime Capital Financial
Financial Services
Overland Park, Kansas 7,326 followers
Inspiring people to achieve their life's ambitions.
About us
Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States. We provide full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high net worth individuals. Prime Capital Financial’s team-based approach is deeply committed and personalized to our clients’ unique goals, drives the businesses’ growth and is the foundation of the company culture. Our individualized attention ensures clients’ needs always come first. Prime Capital Financial's advisors and associates, including in-house ERISA attorneys, CPAs and CFAs, bring great credentials and experience to a team that has created one of the largest independent financial firms in the Midwest. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.
- Website
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primefinancial.com
External link for Prime Capital Financial
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Overland Park, Kansas
- Type
- Privately Held
Locations
Employees at Prime Capital Financial
Updates
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Happy New Year from the team at Prime Capital Financial! In observance of the holiday, all Prime Capital Financial offices will be closed today. Here’s to a year filled with joy and fulfillment, as we embark on this journey together! #NewYear
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What a year it’s been! For the 1-year anniversary of Dollars & Change, Peter Krull, CSRIC® chats with Rachelle carson-begley in her LEED Platinum-certified home. Tune in for insights on #sustainability, #climate action, and building a #greener future! Watch now!
Dollars & Change - Episode 18 Featuring Rachelle Carson-Begley
https://www.youtube.com/
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This week, your friendly neighborhood PM, Clayton Allison, breaks down the latest #jobless claims, #American Airlines grounding flights, and #Uber's rejected acquisition bid. Stay informed—watch the #MarketUpdate now!
Prime Capital Weekly Update 12/27/24
https://www.youtube.com/
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Me: Time to build up my emergency fund—future me will thank me. Also Me: Self-care IS an emergency! We’ve all been there—balancing savings with "treat yourself" moments! Join our #webinar "The Budgeting Mindset: Turning Goals into Reality" on January 29 at 12 PM CST to learn how to set #goals, create a #budget, and stay motivated. Register now: https://lnkd.in/gvMYx4Ne
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Over budget this holiday season? You’re not alone! Collin Gimlin, CFP® and Christian Conner, CFP® are here to help. Check out the Bucks N’ Trucks Christmas episode for tips to get ahead on next year’s holiday budget and make your finances merry and bright. #bucksntrucks #finance #holidays
Did this holiday season go a little over budget? You are not alone if that's the case. Check out the Bucks N' Trucks Christmas episode to give you a head start for next year's holiday budget! Also, please take Christian's advice on the cookies. Merry Christmas from the Bucks N' Trucks crew! #bucksntrucks #pcfozarks #money #holidays #christmas #springfieldmo #investing #finance
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Congratulations to Jania Stout for being named one of the 100 Most Powerful People in Financial Advice by Conneqtor.org! We’re proud to have her as part of the Prime Capital Financial team. Read more here: https://lnkd.in/gvkTZR3C
Dusting off the 'ole LinkedIn newsletter for a legendary list. Enjoy!
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Ryan Shannon, CEPA® and Sean Thompson are back with Wealth and Wedges under "20 Minutes of Clarity," bringing you tips to finish the year strong—on the golf course and with your finances. #WealthAndWedges #20MinutesOfClarity #YearEndGoals
Certified Exit Planning Advisor | Financial Advisor | Inspiring Business Owners to Achieve Their Life's Ambitions
Hello Friends! ⛳️ Our third episode of Wealth and Wedges is here, and it’s packed with important year-end financial planning tips! 🎥💼 In this episode, we hit the course to chat about: Required Minimum Distributions (RMDs): What they are and why you can’t miss them. Qualified Charitable Distributions (QCDs): A tax-savvy way to give back this holiday season. 🎁 Retirement Account Contributions: Deadlines and strategies to maximize your savings. And much more to help you finish the year strong! Check it out here below and let us know what you think! Whether you’re preparing for retirement, planning your giving, or just want to stay ahead of the game, we’ve got you covered. #WealthAndWedges #YearEndPlanning #RMDs #QCDs #RetirementSavings #FinancialTips
Wealth and Wedges Episode 3: Year End Financial Tips
https://www.youtube.com/