Mckynzie Deann Bolton

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

• 01/2021 → Present
  Cornerstone Comprehensive Wealth Management
  Reno, NV
• 12/2017 → 01/2021
  Keller Williams Realty
  Reno, NV
• 03/2023 → Present
  Prime Capital Investment Advisors
  Overland Park, KS
• 08/2017 → 12/2017
  Lane County Public Works
  Eugene, OR
• 02/2014 → 08/2017
  Terry's Diner
  Eugene, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-04

Other Names

• Mckynzie Ritchie