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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleton? Claim Your ProfileColeton Lindor Nelson is a financial advisor who has been registered with the state of Kansas since March 4, 2024. Coleton is affiliated with Prime Capital Financial, a firm with offices in Overland Park, Kansas. Coleton holds a Series 65 license. Coleton provides financial planning, portfolio management, and other investment advisory services to individuals, corporations, and institutions. Coleton also offers seminar fees, promoter fees, subscription fee financial plans, fixed insurance products, and insurance agent services.
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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KS
03/04/2024 - Present
Prime Capital Financial (OVERLAND PARK KS)
IA
Issued 03/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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