Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colt? Claim Your ProfileColt Ryan is a financial advisor at Prime Capital Financial. Colt has been in the financial industry since 2015 and has a broad range of experience in financial planning, portfolio management, and insurance. Colt is also a Certified Financial Planner. Colt has a commitment to providing personalized financial advice to help clients achieve their financial goals.
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
07/21/2020 - Present
Prime Capital Financial (OVERLAND PARK KS)
IN
08/21/2018 - 07/09/2020
PRIVATE CLIENT SERVICES, LLC (BATESVILLE IN)
IN
02/13/2015 - 08/27/2018
CFD INVESTMENTS, INC. (BATESVILLE IN)
IA
Issued 05/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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