Nash Taylor Holm

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

• 07/2019 → 01/2023
  Td Ameritrade
  Omaha, NE
• 05/2019 → 07/2019
  Unemployed
  Omaha, NE
• 05/2017 → 05/2019
  First Westroads Bank
  Omaha, NE
• 08/2016 → 05/2017
  Creighton University
  Omaha, NE
• 02/2023 → 01/2025
  Lincoln Financial Advisors
  Omaha, NE
• 01/2025 → 02/2025
  Osaic Wealth, Inc.
  Omaha, NE
• 02/2025 → Present
  Private Client Services
  Overland Park, KS
• 02/2025 → Present
  Prime Capital Financial
  Overland Park, KS

Previous Registrations

• 2025-01-24 → 2025-03-12
  Osaic Wealth, Inc.
  Omaha, NE
• 2023-04-11 → 2025-01-24
  Osaic Fa, Inc.
  Omaha, NE

Other Businesses

1) Prime Capital Investment Advisors, LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. RIA. 160 hrs/mo; 120 during trading hrs. 2) PCRM LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. Sale and service of fixed insurance products as needed. Insurance agent. 16 hrs/mo;16 during trading hrs. Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-29
• S63 Uniform Securities Agent State Law Examination
  2019-11-15