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 who works in Leawood, Kansas with a total of 6 years of industry experience. Holdhusen is an employee of Prime Capital Investment Advisors, LLC. Their career trajectory has included roles at Lawing Financial Inc, Cambridge Investment Research, Inc, Prime Capital Investment Advisors, LLC and Private Client Services. Holdhusen holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Kansas and Texas. Prime Capital Investment Advisors, LLC is a company based in Leawood, KS. It has offices in 61 locations and a total of 305 advisors. It handles $17 billion in assets across its 21,894 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 21,894 client accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business performs a number of services, such as 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. A financial advisor's fee schedules largely are based on the financial services. Fees charged by Prime Capital Investment Advisors, LLC most likely include asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

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

$16,687,174,483

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

305

KS Average: 44
Total Number of Accounts

21,894

KS Average: 4,091
Average Account Size

$762,180

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

Brad has been registered as a financial advisor for 6 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Jon Gwatney
Hammond, LA
Donald Paul
Leawood, KS
Scott Johnson
Round O, SC
Matt Waters
Leawood, KS
Jeremiah Pangan
Leawood, KS
Neill Yelverton
Leawood, KS
Michael Smoots
Leawood, KS
Logan Soll
Royal Oak, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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