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Payton Travis Thielmann

Investment adviser representative at Prime Capital Financial
18 yearsExperience
1 stateRegistered in
$39.1BFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

18 years in the industry.

  1. Prime Capital FinancialSep 2021 to now
  2. Prime Capital Investment Advisors, LLCJun 2021 to now
  3. Broker Source InsuranceSep 2019 to Dec 2019
  4. Happy Yards, KcMay 2019 to Aug 2019
  5. Green Lantern Car WashNov 2018 to Jul 2019
  6. UnemployedNov 2018 to May 2019
  7. Imperial Premium Finance ServicesJun 2018 to Jul 2018
  8. University of KansasSep 2017 to May 2021
  9. UmeployedJun 2017 to Oct 2018
  10. StudentAug 2008 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (KS).

Prime Capital Financial

Legal name: Prime Capital Investment Advisors, LLC

$39.1BAssets managed
23,965Clients
264Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7395219
Firm CRD
288712
Advisor's SEC record (opens in a new tab)
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