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Heidi Wade

Prime Capital Financial

Wauconda, IL

Overland Park, KS

Wauconda, IL

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Current Employers
Prime Capital Financial

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-05-01
IL RA APPROVED 2025-04-30
  • KS RA
    APPROVED
    Since 2025-05-01
  • IL RA
    APPROVED
    Since 2025-04-30

Branch Locations

Wauconda, IL • United States

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Wauconda, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Fort Wayne IN 08/2003 01/2019
Lincoln Financial Advisors Hawthorn Woods IL 02/2017 01/2019
Hunter Benefits Consulting Group Palatine IL 01/2019 08/2020
Kestra Financial, Inc. Rolling Meadows IL 09/2020 03/2022
Gallagher Benefit Services, Inc. Rolling Meadows IL 09/2020 03/2022
Triad Advisors Inc Norcross GA 03/2022 01/2024
Gallagher Fiduciary Advisors, Llc Rolling Meadows IL 04/2022 01/2024
Usi Consulting Group Glastonbury CT 01/2024 04/2025
Usi Securities Glastonbury CT 01/2024 04/2025
Private Client Services Overland Park KS 04/2025 Present
Prime Capital Financial Overland Park KS 04/2025 Present
  • 08/2003 → 01/2019
    Lincoln Financial
    Fort Wayne, IN
  • 02/2017 → 01/2019
    Lincoln Financial Advisors
    Hawthorn Woods, IL
  • 01/2019 → 08/2020
    Hunter Benefits Consulting Group
    Palatine, IL
  • 09/2020 → 03/2022
    Kestra Financial, Inc.
    Rolling Meadows, IL
  • 09/2020 → 03/2022
    Gallagher Benefit Services, Inc.
    Rolling Meadows, IL
  • 03/2022 → 01/2024
    Triad Advisors Inc
    Norcross, GA
  • 04/2022 → 01/2024
    Gallagher Fiduciary Advisors, Llc
    Rolling Meadows, IL
  • 01/2024 → 04/2025
    Usi Consulting Group
    Glastonbury, CT
  • 01/2024 → 04/2025
    Usi Securities
    Glastonbury, CT
  • 04/2025 → Present
    Private Client Services
    Overland Park, KS
  • 04/2025 → Present
    Prime Capital Financial
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-28
S63 Uniform Securities Agent State Law Examination 2021-04-07
  • S65 Uniform Investment Adviser Law Examination
    2022-07-28
  • S63 Uniform Securities Agent State Law Examination
    2021-04-07
Other Names
  • Heidi Jane Bowker
  • Heidi Jane Wade
  • Heidi J Wade

View on SEC IAPD

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