Unclaimed Profile

Melissa Kay Sturgis

PRIME CAPITAL INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

SIE, Series 6, Series 7, Series 22, Series 24, Series 26, Series 63, Series 65Clean record19 years registeredPRIME CAPITAL INVESTMENT ADVISORS, LLC

6201 COLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 2222874Firm CRD# 288712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Kay Sturgis · OVERLAND PARK, KS

Registration

CRD #2222874 · PRIME CAPITAL INVESTMENT ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

UMB PRIVATE WEALTH MANAGEMENT, LLC

May 2026 – present

FIDUCIARY INVESTMENT TRUSTS, LLC

Nov 2019 – Mar 2023

OVERLAND PARK, KS

PRIME CAPITAL FINANCIAL

Jul 2017 – Feb 2025

OVERLAND PARK, KS

LAWING FINANCIAL INC

Aug 2006 – Oct 2017

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · August 16, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIME CAPITAL INVESTMENT ADVISORS, LLC

CRD 288712 · SEC 801-110709

AUM

$24.4B

Regulatory assets under management

Employees

353

30,635 client accounts

Services offered by PRIME CAPITAL INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRIME CAPITAL INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Melissa Kay Sturgis offer?

Melissa Kay Sturgis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Melissa Kay Sturgis's credentials?

Melissa Kay Sturgis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Kay Sturgis located?

Melissa Kay Sturgis is based in OVERLAND PARK, Kansas, working with PRIME CAPITAL INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Melissa Kay Sturgis charge for services?

Melissa Kay Sturgis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: seminar fees, promoter fees, subscription fee financial plans. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIME CAPITAL INVESTMENT ADVISORS, LLC?

PRIME CAPITAL INVESTMENT ADVISORS, LLC has approximately 353 employees and manages $24.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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