Annette Arlene Vanderlinde

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

• 11/2005 → 06/2020
  Bloomfield Hills Financial
  Bloomfield Hills, MI
• 10/2013 → 06/2020
  First Allied Securities, Inc.
  San Diego, CA
• 06/2020 → 12/2022
  Portfolio Solutions Llc
  Troy, MI
• 12/2022 → Present
  Prime Capital Investment Advisors, Lls
  Overland Park, KS
• 12/2022 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 08/2024 → Present
  Private Client Services
  Royal Oak, MI

Previous Registrations

• 2021-07-12 → 2022-12-16
  Liberty Wealth Advisors, Llc
  Naples, FL

Other Businesses

1) CHHSZ Holdings LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. CHHSZ Holdings, LLC investment related. CHHSZ holdings LLC is a limited liability company "LLC" formed in October 2019 under the laws of the state of Delaware. CHHSZ holdings LLC is the sole owner of Prime Capital Investment Advisors, LLC (PCIA), a Registered Investment Advisor. Member provides advisory services as an IRA of PCIA. Partner. 1 hr/mo; 0 during trading hrs. 2) Prime Capital Investment Advisors, LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. RIA. 180 hrs/mo; 130 during trading hrs. 3) PCRM LLC. 6201 College Blvd, Suite #150, Overland Park, KS 66211. Sales and Service of fixed insurance products through IMO(S). Agent; sale and service of fixed insurance products. 10 hrs/mo; 4 during trading hrs. Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-16
• S66 Uniform Combined State Law Examination
  2021-05-24

Other Names

• Annette Arlene Ponichter