Ryan Shannon
Ryan Shannon is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 4 years of industry experience. Ryan 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 6 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.
Contact
Ryan Shannon
Location
6201 College Blvd., Suite #150, Overland Park, KS, 66211
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is an insurance agent selling and servicing fixed insurance products through Prime Capital Risk Management and non-affiliated Insurance Marketing Organizations (IMOs) since January 2024. This takes a few hours per week.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Principal Securities, INC.Broker
State Registrations1 state
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
Additional Information
I am trained to manage a client’s wealth in areas of portfolio & risk management and planning for taxes & personal legacy. I believe my job starts with getting to know my client. Familiarity with your career, family, priorities, and goals will show me how to best put your assets to work.