Christy Jo Drake Dodge

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

• 04/2008 → 11/2016
  Tmfs Advisors, Llc
  Overland Park, KS
• 11/2016 → 03/2024
  Financial Engines Advisors, Llc
  Overland Park, KS
• 03/2024 → 12/2025
  Triad Wealth Partners
  Lawrence, KS
• 04/2026 → Present
  Prime Capital Financial
  Overland Park, KS
• 01/2026 → Present
  Pathfinders Innovations
  Shawnee, KS

Previous Registrations

• 2024-05-16 → 2025-12-02
  Triad Wealth Partners, Llc
  Lawrence, KS
• 2016-11-30 → 2024-04-15
  Edelman Financial Engines
  Overland Park, KS
  Overland Park, KS
  Shawnee, KS
• 2009-01-06 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Overland Park, KS
  Overland Park, KS

Other Businesses

1. Grey Oaks Homes Association, No, 11500 N Ambassador Dr, #360, Kansas City, MO 64153 c/o FirstService Residential, Homeowners association, Treasurer, 1/2023, 2 hours a month, 0 hours a month during trading hours, Financial oversight homeowner association budget, management firm handles day to day responsibilities. 2. National Charity League - Heart of KC Chapter, 7700 Windrose G 300, Plano, TX 75024, VP - Philanthropy, 5 hours per month, Coordinate 25 liaisons who are directly connected to our philanthropy partners, ensure opportunities for members to volunteer are robust, mentor grade level positions. 3. Pathfinders Innovations, LLCC; 22500 W 55th Terr, Shawnee, KS 66226 , Owner/ Consultant. Consulting with advisors to help to help elevate advisors and their teams performance and impact with clients. 0% of time spent trading & business hours. Less than 10% of income.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-05

Other Names

• Christy Jo Drake
• Christy Jo Dodge