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Danielle Ballard

Prime Capital Financial

Overland Park, KS

CRD 7261638

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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 2026-05-18
  • KS RA
    APPROVED
    Since 2026-05-18

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
Bear State Financial Harrison AR 05/2016 10/2017
Longer Investments Fayetteville AR 10/2017 04/2018
Longer Financial Fayetteville AR 04/2018 07/2020
Prime Capital Investment Advisors Llc Overland Park KS 07/2020 Present
  • 05/2016 → 10/2017
    Bear State Financial
    Harrison, AR
  • 10/2017 → 04/2018
    Longer Investments
    Fayetteville, AR
  • 04/2018 → 07/2020
    Longer Financial
    Fayetteville, AR
  • 07/2020 → Present
    Prime Capital Investment Advisors Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-24
  • S65 Uniform Investment Adviser Law Examination
    2020-07-24

View on SEC IAPD

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