Colt A Ryan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 08/2018
  Cfd Investments
  Batesville, IN
• 01/2022 → Present
  Private Client Services
  Batesville, IN
• 06/2018 → Present
  Pcia Wealth
  Overland Park, KS

Previous Registrations

• 2015-05-11 → 2018-08-27
  Creative Financial Designs, Inc.
  Batesville, IN
  Kokomo, IN

Other Businesses

1) CHHSZ HOLDINGS, LLC. 6201 COLLEGE BLVD, #150, OVERLAND PARK, KS 66211. CHHSZ HOLDINGS, LLC IS A LIMITED LIABILITY COMPANY "LLC" FROM IN OCT, 2019 UNDER THE LAWS OF THE STATE OF DELAWARE AND IS THE SOLE OWNER. MEMBER PROVIDES PROFESSIONS (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA. 5 HRS/MO; 5 DURING TRADING HRS. 2) COLT RYAN. 246 EGS BLD, BATESVILLE, IN 47006. SALE AND SERVICE OF FIXED INSURANCE PRODUCTS THROUGH VARIOUS INDEPENDENT COMPANIES. INSURANCE AGENT. 10 HRS/MO; 10 DURING TRADING HRS. 3) PCRM, LLC. 6201 COLLEGE BLVD, #150, OVERLAND PARK, KS 66211. OUTSIDE SALE AND SERVICE OF FIXED INSURANCE AND ANNUITY (FIXED AND FIXED INDEXED) PRODUCTS THOUGH IMO (QUANTUM). REGISTERED REPRESENTATIVE-SALE AND SERVICE OF FIXED INSURANCE AND ANNUITY (FIXED AND FIXED INDEXED) PRODUCTS. 10 HRS/MO; 10 DURING TRADING HRS. 4) PRIME CAPITAL INVESTMENT ADVISORS. 6201 COLLEGE BLVD, #150, OVERLAND PARK, KS 66211. RIA. 120 HRS/MO; 90 DURING TRADING HRS. 5) RIPLEY COUNTY COMMUNITY FOUNDATION. FUNDRAISE AND WRITE GRANTS FOR BUSINESSES IN RIPLEY COUNTY TO HELP PROMOTE GROWTH IN SURROUNDING COMMUNITIES. FINANCE COMMITTEE MEMBER. .5 HRS/MO;05 DURING TRADING HRS. 6) MMCH FOUNDATION. 321 MITCHELL AVE, BATESVILLE, IN 47006. OFFER GUIDANCE ON WHAT GRANTS TO ISSUE TO HELP MMCH ENHANCE THEIR SERVICES AND COMMUNITY OUTREACH. BOARD MEMBER AND FINANCE COMMITTEE MEMBER. 1 HR/MO; 0 DURING TRADING HRS. 7) CCGTN PROPERTIES LLC. 246 E.G.S. BLVD, BATESVILLE, IN 47006. REAL ESTATE LLC FOR RENTAL PROPERTIES. OWNER. 5 HRS/MO; 1 DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-08
• S63 Uniform Securities Agent State Law Examination
  2015-04-17

Designations

• Certified Financial Planner