Collin Edward Gimlin

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

• 06/2016 → 05/2020
  College Of The Ozarks
  Point Lookout, MO
• 06/2017 → 08/2019
  Oakstar Bank
  Springfield, MO
• 03/2020 → 03/2021
  New York Life Insurance Co.
  Overland Parkk, KS
• 05/2020 → 03/2021
  Nylife Securities Llc
  Overland Park, KS
• 04/2021 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS

Other Businesses

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, 02/2021, <10 hrs./mo. < 10 hrs. during trading hours, sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-15
• S63 Uniform Securities Agent State Law Examination
  2020-10-09

Designations

• Certified Financial Planner