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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Payton? Claim Your ProfilePayton Thielmann is an Investment Advisor Representative at Prime Capital Financial in Overland Park, Kansas. Payton Thielmann has been in the industry since June 2021. Payton Thielmann holds the Series 65 license. Payton Thielmann has previous experience at Prime Capital Investment Advisors, LLC, Broker Source Insurance, Happy Yards, KC, Imperial Premium Finance Services, Green Lantern Car Wash and University of Kansas. Payton Thielmann's specializations include: portfolio management for individuals, businesses and pooled investment vehicles, pension consulting, qualified retirement plan services, selection of sub-advisors and consulting 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
1
2
KS
09/02/2021 - Present
Prime Capital Financial (OVERLAND PARK KS)
IA
Issued 09/02/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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