Cade William Green

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

• 06/2021 → 10/2021
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 04/2021 → 05/2021
  Unemployed
  Overland Park, KS
• 05/2020 → 04/2021
  Conagra Brands
  Omaha, NE
• 08/2019 → 05/2020
  Kansas State University
  Manhattan, KS
• 06/2019 → 08/2019
  Netsmart Technology
  Overland Park, KS
• 08/2018 → 05/2019
  Kansas State University
  Manhattan, KS
• 06/2018 → 08/2018
  Netsmart Technology
  Overland Park, KS
• 08/2017 → 05/2018
  Kansas State University
  Manhattan, KS
• 05/2017 → 05/2017
  Leawood Aquatic Center
  Leawood, KS
• 08/2011 → 05/2017
  Full Time Education
  Overland Park, KS
• 10/2021 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS

Other Businesses

1) GO FURTHER FOUNDATION.NOT INVESTMENT-RELATED.8424 TOMAHAWK RD APT 3205 OVERLAND PARK, KS 66207.NON PROFIT OFFERING SUPPORT TO YOUNG PROFESSIONALS AS THEY TRANSITION IN THE WORKING WORLD.AMBASSADOR.09/01/2021.4 HOURS/MO;0 DURING TRADING HOURS. 2) 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,06/2022, 10 HRS./MO., 3 HRS. 3 HOURS DURING TRADING, SALE AND SERVICE OF FIXED-INSURANCE PRODUCTS, INCLUDING THROUGH NON-AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOS).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-05