Christian
Clausen
Prime Capital Investment Advisors, LLC
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About this Advisor
Christian Clausen is a certified financial planner operating in Leawood, Kansas who has 1 year of relevant experience. Clausen currently works for Prime Capital Investment Advisors, LLC. Their career trajectory has included roles at Morgan Stanley, Morgan Stanley Private Bank, National Association, Ae Wealth Management LLC, Burns Estate Planning, LLC, Burns Wealth Advisors and Prime Capital Investment Advisors, LLC. Clausen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Louisiana and Texas. Prime Capital Investment Advisors, LLC is an advisory business based out of Leawood, KS. The firm has offices in 61 locations and a total of 305 financial advisors. It has $17 billion in total assets between its 21,894 accounts, making it one of the largest firms in the nation by assets under management. The firm serves eight charities and foundations. Of its 21,894 client accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets. The firm offers a broad range 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 fees typically are based on which services the firm provides the client. However, fee types charged by Prime Capital Investment Advisors, LLC likely consist of any combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prime Capital Investment Advisors, LLC Brokerage Details
$16,687,174,483
305
21,894
$762,180
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
Christian Clausen Work History
Christian has been registered as a financial advisor for 1 years.*
Prime Capital Investment Advisors, LLC
Burns Estate Planning, LLC
Ae Wealth Management LLC
Burns Wealth Advisors
Morgan Stanley Private Bank, National Association
Morgan Stanley
*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 Christian Clausen 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
Leawood, KS
Hammond, LA
Leawood, KS
Leawood, KS
Round O, SC
Leawood, KS
Leawood, KS
Boerne, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
