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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Heffernon is an investment advisor representative at Prime Capital Financial, located in Overland Park, Kansas. Andrew Heffernon has been in the financial services industry since 2011, holding various positions at firms such as Creative Planning, LLC, Holmes Murphy & Associates, and Kansas City Peterbilt. Andrew Heffernon holds a Series 65 license and is a Certified Financial Planner. Andrew Heffernon specializes in providing financial planning, portfolio management, and qualified retirement plan services. Andrew Heffernon is registered with the state of Kansas as an investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
09/23/2024 - Present
Prime Capital Financial (OVERLAND PARK KS)
IA
Issued 05/03/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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