Elmer Branch
Elmer Branch is a CFP, ChFC-designated registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 29 years of industry experience. Elmer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
6201 College Blvd., Suite #150, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2008Customer Dispute
March 2004Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Elmer is an insurance agent selling fixed insurance products, and a managing member of Branch Property Partners, LLC and 20/20 Financial Advisers of Daytona Beach. He also provides expert witness services and is involved with CHHSZ Holdings, LLC and PCRM, LLC.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
20/20 Capital Management, INC
Ameritas Investment CORP
Ameritas Investment Company, LLCBroker
The Advisors Group, INC.
The Advisors Group, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.