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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kaufman is a financial advisor with over 20 years of experience. Brian is currently registered with Prairie Capital Management Group, LLC in Missouri. Brian has previously worked at UMB FINANCIAL SERVICES, INC. and GEORGE K. BAUM & COMPANY. Brian has a Series 66, Series 4, Series 27, Series 24 and Series 7 license. Brian specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.
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.
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.
Credit and cash mgmt solutions and insurance solutions
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.
Revenue sharing frs & eligible credit & cash management solution
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2
MO
04/20/2021 - Present
Prairie Capital Management Group, LLC (Kansas City MO)
MO
08/06/2010 - 04/01/2021
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
12/21/2001 - 07/30/2010
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
KS
03/05/1996 - 12/21/2001
PRAIRIE BROKERAGE SERVICES LLC (PRAIRIE VILLAGE KS)
BOTH
Issued 01/09/1996
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/1996
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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