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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim David Hakes is a financial advisor at Prime Capital Financial. Tim has been working in the financial industry since 1994. Tim's career includes previous experience at Cambridge Investment Research, Inc. and The O.N. Equity Sales Company. Tim has expertise in various areas of financial advising, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Tim is registered to provide investment advisory services in Kansas and Texas. Tim is committed to providing professional and ethical financial guidance to clients.
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 - 05/02/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
11/19/1997 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
MO
07/28/1994 - 11/12/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 05/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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