Brad
Holdhusen

Prime Capital Investment Advisors, LLC

CRD#4568168
Investment Advisor
in Leawood, KS

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About this Advisor

Brad Holdhusen is a financial advisor based in Leawood, Kansas, working with Prime Capital Investment Advisors, LLC. Brad has previously held positions at Lawing Financial Inc, Cambridge Investment Research, Inc, Private Client Services, and Prime Capital Investment Advisors, LLC. Brad has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Brad is part of Prime Capital Investment Advisors, LLC, which operates out of Leawood, Kansas. The firm has 70 offices and 353 employees. The firm manages assets totaling $24.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Prime Capital Investment Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

6201 College Blvd. Suite #150
Leawood, KS 66211

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$24,362,866,552

KS Average: $2,243,162,756
Total Number of Employees

353

KS Average: 44
Total Number of Accounts

30,635

KS Average: 4,091
Average Account Size

$795,262

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brad Holdhusen Work History

2018 - Present (6 years)

Private Client Services

2017 - Present (7 years)

Prime Capital Investment Advisors, LLC

2010 - 2018 (8 years)

Cambridge Investment Research, Inc

2009 - 2017 (8 years)

Lawing Financial Inc

Disclosures

Please visit the SEC profile of Brad Holdhusen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prime Capital Investment Advisors, LLC

Tim Dowden
Leawood, KS
Jasen Mangrum
Leawood, KS
Richard Murray
Leawood, KS
Jennifer Flaherty
Leawood, KS
Matt Waters
Leawood, KS
Steven Mcbrayer
Leawood, KS
Scott Duba
Leawood, KS
Ashley Scott
Royal Oak, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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