CB
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Christopher Burns

13 Years of Experience
Overland Park, KS
Sells Insurance

Christopher Burns is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 13 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
254 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)

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.

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Location

6201 College Blvd., Suite #150, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher works as an insurance agent for Burns Estate Planning, dedicating full-time hours to insurance sales and service since 2015. He is also a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, but spends minimal time on this activity.

Employment History
Current Registrations
Prime Capital Financial
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Burns Estate Planning & Wealth Advisors
September 2019 - August 2022 · 2 yrs 11 mos
Ae Wealth Management, LLC
January 2017 - September 2019 · 2 yrs 8 mos
G.F. Investment Services, LLCBroker
February 2015 - January 2017 · 1 yr 11 mos
Global Financial Private Capital, LLC
February 2015 - January 2017 · 1 yr 11 mos
Morgan Stanley
March 2013 - February 2015 · 1 yr 11 mos
Morgan StanleyBroker
January 2013 - February 2015 · 2 yrs 1 mo
State Registrations2 states
FLTX
Advisor

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.

Exams
No exam information available for this advisor.