Unclaimed
Christian Clausen is an investment advisor representative with Prime Capital Financial in Overland Park, KS. Christian is licensed in Louisiana and Texas. Christian is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2010. Prior to joining Prime Capital Financial, Christian was associated with Morgan Stanley, Burns Estate Planning and Burns Wealth Advisors.
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
07/05/2022 - Present
Prime Capital Financial (OVERLAND PARK KS)
LA
03/08/2010 - 07/29/2016
MORGAN STANLEY (BATON ROUGE LA)
BOTH
Issued 04/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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