Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad David Holdhusen is a financial advisor associated with Prime Capital Financial. Brad has been in the industry for over 20 years and has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brad also provides financial planning, investment advisory services, and educational seminars to individuals and businesses. He has a combined State Law Series 66 and a Series 7 license, as well as a Series 63 license. Brad is also a licensed insurance agent and holds a real estate license.
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
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2
KS
08/16/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
04/25/2018 - 12/08/2022
PRIVATE CLIENT SERVICES, LLC (Overland Park KS)
KS
07/16/2010 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
07/15/2009 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
KS
09/26/2002 - 07/16/2009
EDWARD JONES (OLATHE KS)
BOTH
Issued 04/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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