Unclaimed
Keller Johnson is an investment advisor representative with Prime Capital Financial in Overland Park, Kansas. Keller has been in the financial services industry since July 1999. Keller has a strong background in providing financial planning and asset management services to individuals, families, and businesses. Keller's previous experience includes working with 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
08/21/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
07/16/2010 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
07/20/1999 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
IA
Issued 08/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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