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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clint? Claim Your ProfileClint N. Nelson is a financial advisor with Prime Capital Financial, a firm headquartered in Overland Park, Kansas. Clint has been in the financial industry for over 13 years. Clint is registered with the state of Minnesota and holds Series 6, 7 and 63 securities licenses as well as the SIE exam. Clint also holds the designation of Certified Financial Planner. Prior to joining Prime Capital Financial, Clint was affiliated with Private Client Services, LLC and Cambridge Investment Research, Inc.
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
MN
07/27/2017 - Present
Prime Capital Financial (Wayzata MN)
MN
04/25/2018 - 10/27/2020
PRIVATE CLIENT SERVICES, LLC (Wayzata MN)
MN
10/01/2013 - 05/01/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (WAYZATA MN)
MN
09/03/2007 - 10/03/2013
NEW ENGLAND SECURITIES (MINNETONKA MN)
BC
Issued 10/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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