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Conor Randal Kelly

Prime Capital Financial

Overland Park, KS

CRD 4664922

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Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Prime Capital Financial

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-03-28
MO RA APPROVED 2024-03-28
TX RA APPROVED 2024-03-28
  • KS RA
    APPROVED
    Since 2024-03-28
  • MO RA
    APPROVED
    Since 2024-03-28
  • TX RA
    APPROVED
    Since 2024-03-28

Branch Locations

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Etf Store, Inc. Kansas City MO 09/2010 03/2024
Prime Capital Investments Advisors Overland Park KS 03/2024 Present
  • 09/2010 → 03/2024
    The Etf Store, Inc.
    Kansas City, MO
  • 03/2024 → Present
    Prime Capital Investments Advisors
    Overland Park, KS
Previous Registrations
  • 2010-09-17 → 2024-04-01
    Overland Park, KS
    Overland Park, KS
    Overland Park, KS
  • 2003-08-01 → 2010-09-20
    Securian Financial Services, Inc.
    St. Louis, MO
    Overland Park, KS
    St. Louis, MO
Other Businesses

53 MAIN LLC DBA AFFORDABLE MUDJACKING; NON-INVESTMENT RELATED BUSINESS; 6 W. 53RD TERR, KANSAS CITY, MO 64112; PROVIDES MUDJACKING & POLYJACKING SERVICES; MANAGING MEMBER; START DATE 12/1/20; APPROX. 5 HOURS/MONTH ROUTINE SUCCESS; NON-INVESTMENT RELATED BUSINESS; 2514 TOMAHAWK RD, MISSION HILLS, KS 66208; PROVIDES CAREGIVERS TOOLS TO BUILD ROUTINES TO HELP YOUNG PEOPLE ACHIEVE INCREASING INDEPENDENCE; CO-FOUNDER; START DATE 6/1/2022; LESS THAN 5 HOURS/MONTH PCRM, LLC doing business as Prime Capital Risk Management, investment-related, 6201 College Blvd., Suite #150, Overland Park, KS 66211, fixed-insurance products, insurance agent, 04/2024, 1hrs./mo., 10 hrs., sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs) CHHSZ Holdings, LLC is a limited liability company, "LLC" formed in October 2019 under the laws of the State of Delaware. CHESS Holdings, LLC is the sole owner of Prime Capital Investment Advisors, LLC (PCIA) a federally registered investment advisor. Member provides professional investment advisory services as an IAR of PCIA <1 hour/MO, <1 During trading Hours Bison State Bank, Non-Investment Related, 9201 Ward Pkwy Kansas City, MO 64114, Banking, Attend monthly board meetings and provide advice as an outside director, Outside Director, 01/2022, 3-4 Hours per Month, 2 during trading. Visitation Catholic School, Non-Investment Related, 5134 Baltimore Ave Kansas City, MO 64112, School, Finance Chair, Financial liaison between school and the parish, 08/2023, 2-4 Hours per month, > 1 during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-30
  • S66 Uniform Combined State Law Examination
    2003-07-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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