Michael
Stolberg
Prime Capital Investment Advisors, LLC
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About this Advisor
Michael Stolberg is a financial advisor operating in Leawood, Kansas with 6 years of industry experience. Stolberg works at Prime Capital Investment Advisors, LLC. Over the course of their career, Stolberg has held roles at Lawing Financial Inc, Cambridge Investment Research, Inc, Prime Capital Investment Advisors, LLC and Private Client Services. Stolberg holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas and Texas. Prime Capital Investment Advisors, LLC is a financial advisory business that has its headquarters in Leawood, KS. It has offices in 61 locations and a total of 305 advisors. It manages $17 billion in total assets across its 21,894 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to eight charitable organizations. Of its 21,894 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Prime Capital Investment Advisors, LLC performs a wide assortment 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. Financial advisory fees vary depending on which services the firm provides the client. Fee types charged by Prime Capital Investment Advisors, LLC likely are comprised of any blend 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
Michael Stolberg Work History
Michael has been registered as a financial advisor for 6 years.*
Private Client Services
Prime Capital Investment Advisors, LLC
Cambridge Investment Research, Inc
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 Michael Stolberg 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
Leawood, KS
Round O, SC
Leawood, KS
Leawood, KS
Hammond, LA
Leawood, KS
Houston, 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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