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Ethan Dane Workman

Prime Capital Financial

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About Ethan Dane Workman

Ethan Dane Workman is an Investment Advisor Representative with Prime Capital Financial. Ethan is registered with the state of Arkansas. Ethan has been in the industry since 2017. Prior to joining Prime Capital Financial, Ethan was with Longer Financial, CEI Engineering and Bush Brothers. Ethan is affiliated with CHHSZ Holdings, LLC. Ethan holds a Series 65 license and has experience in providing a wide range of financial planning services.

Firm Information

Ethan Workman is currently registered with Prime Capital Financial. Prime Capital Financial is an investment advisor headquartered in Overland Park, KS. They provide financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. They also offer qualified retirement plan services, consulting services, co-advisory, and selection of sub-advisors. Prime Capital Financial manages over $24 billion in assets for over 30,000 clients.
Prime Capital Financial

6201 COLLEGE BLVD.

OVERLAND PARK, KS 66211

$24.36B

Assets Under Management

1,968

Total Clients

201

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors

Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Seminar fees, promoter fees, subscription fee financial plans

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Ethan Workman’s Registration & Firm History

KS

03/11/2020 - Present

Prime Capital Financial (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 03/11/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ethan Dane Workman.
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