Timothy Dahlberg
Timothy Dahlberg is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 8 years of industry experience. Timothy 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
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Regulatory History (1)
Criminal
October 2001Other Business ActivitiesSells Insurance
Timothy is an insurance agent selling and servicing fixed insurance products since March 2024. This activity requires minimal time.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.