Payton Travis Thielmann

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 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 09/2017 → 05/2021
  University Of Kansas
  Lawrence, KS
• 09/2019 → 12/2019
  Broker Source Insurance
  Leawood, KS
• 05/2019 → 08/2019
  Happy Yards, Kc
  Kansas City, KS
• 06/2018 → 07/2018
  Imperial Premium Finance Services
  Kansas City, MO
• 11/2018 → 07/2019
  Green Lantern Car Wash
  Overland Park, KS
• 08/2008 → 05/2017
  Student
  Overland Park, KS
• 06/2017 → 10/2018
  Umeployed
  Overland Park, KS
• 11/2018 → 05/2019
  Unemployed
  Overland Park, KS

Other Businesses

1) Prime Capital Investment Advisors, investment related, 6201 College Blvd, 7th FL, Overland Park, KS 66211, Financial Associate, Advisor Related Employee, 06/14/2021, 150 Hours per month, 130 hours per month during trading hours, assist with client reviews, paperwork and other administrative tasks as needed for assigned advisor. 2) PCRM, LLC doing business as Prime Capital Risk Management, investment-related, 6201 College Blvd., 7th Floor, Overland Park, KS 66211, fixed-insurance products, insurance agent, 06/2021, <10 hrs./mo., <10 hrs./mo 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
  2021-09-02