Coleton Lindor Nelson

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

• 08/2023 → Present
  Prime Capital Investment Advisors Llc
  Overland Park, KS
• 06/2022 → 08/2023
  Mano's Wine
  Kansas City, MO
• 04/2021 → 06/2022
  Northwestern Mutual
  Olathe, KS
• 05/2019 → 04/2021
  Buffalo Wild Wings
  Manhattan, KS
• 08/2018 → 05/2022
  Kansas State University
  Manhattan, KS
• 08/2010 → 05/2018
  Student
  Bonner Springs, KS
• 05/2018 → 08/2018
  Unemployed
  Bonner Springs, 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, 03/2024, 1hrs./mo., 10 hrs., sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs)

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-04