800-493-6226 [email protected]
Brad Holdhusen

Contact Information

Brad Holdhusen

Financial Advisor

    

LinkedIn

Brad Holdhusen has financial consulting and investment experience spanning back to 2001. He has built his career in the financial services industry by serving individual private clients, business owners, non-profits and corporations.

Brad’s skills on the private client side are anchored around a financial planning approach ensuring that, regardless of life stage, all aspects of his clients’ financial situation are addressed.

Unique for each situation, Brad implements and maintains 1) a specific design around wealth accumulation during the good earnings years, 2) capital preservation during the critical window leading up to retirement and finally, 3) income planning to ideally tether portfolio longevity to life expectancy and legacy planning.

As a Registered Investment Advisor, Prime Capital Investment Advisors (PCIA) provides Brad with a flexible, fee-based platform while providing transparency around what clients pay and which services they can expect. Brad holds the Accredited Asset Management Specialist (AAMS) and Accredited Investment Fiduciary (AIF) designations in addition to his Series 7, 63, 66 and life/health licenses.

Personally, Brad’s midwestern roots originated in South Dakota where he was born and raised. He then attended Bethel University in Minneapolis, MN where he earned a bachelor’s degree in business marketing and finance. Brad, his wife Kristin, and their 4 kids reside in Leawood, KS. He enjoys hunting, fishing, sports and live music.

 

Articles by Brad Return to Team Page

Brad Holdhusen

Brad Holdhusen

Financial Advisor

    

LinkedIn

Brad Holdhusen has financial consulting and investment experience spanning back to 2001. He has built his career in the financial services industry by serving individual private clients, business owners, non-profits and corporations.

Brad’s skills on the private client side are anchored around a financial planning approach ensuring that, regardless of life stage, all aspects of his clients’ financial situation are addressed.

Unique for each situation, Brad implements and maintains 1) a specific design around wealth accumulation during the good earnings years, 2) capital preservation during the critical window leading up to retirement and finally, 3) income planning to ideally tether portfolio longevity to life expectancy and legacy planning.

As a Registered Investment Advisor, Prime Capital Investment Advisors (PCIA) provides Brad with a flexible, fee-based platform while providing transparency around what clients pay and which services they can expect. Brad holds the Accredited Asset Management Specialist (AAMS) and Accredited Investment Fiduciary (AIF) designations in addition to his Series 7, 63, 66 and life/health licenses.

Personally, Brad’s midwestern roots originated in South Dakota where he was born and raised. He then attended Bethel University in Minneapolis, MN where he earned a bachelor’s degree in business marketing and finance. Brad, his wife Kristin, and their 4 kids reside in Leawood, KS. He enjoys hunting, fishing, sports and live music.

 

Articles by Brad Return to Team Page

Contact Information