Unclaimed
Joe Don Hildebrand is a registered investment advisor representative with Prime Capital Financial, a firm based in Overland Park, KS. Joe Don has been in the financial services industry since June 2000. Joe Don offers advisory services including financial planning, pension consulting, and portfolio management for businesses and individuals. Joe Don is also a registered investment advisor in Kansas and Texas. Prior to joining Prime Capital Financial, Joe Don worked at Cambridge Investment Research, Inc. and The O.N. Equity Sales Company.
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
08/10/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
07/16/2010 - 04/27/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
06/09/2000 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
IA
Issued 07/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/21/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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