Clint
Nelson
Prime Capital Investment Advisors, LLC
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About this Advisor
Clint Nelson is a certified financial planner operating out of Wayzata, Minnesota, with a total of 6 years of industry experience. Nelson works at Prime Capital Investment Advisors, LLC. Their career trajectory has included roles at New England Securities, Cambridge Investment Research Inc, Prime Capital Investment Advisors, LLC and Private Client Services. Nelson has a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in Minnesota. Prime Capital Investment Advisors, LLC is an advisory company that has its headquarters in Leawood, KS. The company has offices in 61 locations and a total of 305 financial advisors. It administers $17 billion in assets across its 21,894 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves eight charitable organizations. Of its 21,894 customer accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets. Prime Capital Investment Advisors, LLC 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. Financial management fee schedules largely depend on which service is offered. However, fees charged by Prime Capital Investment Advisors, LLC can be comprised 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
Clint Nelson Work History
Clint has been registered as a financial advisor for 6 years.*
Prime Capital Investment Advisors, LLC
Private Client Services
Cambridge Investment Research Inc
New England Securities
*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 Clint Nelson 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
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Round O, SC
Leawood, KS
Hammond, LA
Leawood, KS
Leawood, KS
Leawood, KS
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.
