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Matt Peterson

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Matt Peterson

Financial Advisor

    

LinkedIn

Matt Peterson is an investment advisor representative with Prime Capital Investment Advisors (PCIA). At PCIA, Matt focuses on the registered investment advisor side where he can provide a flexible, fee-based platform while delivering transparency and consistency around what clients pay and which services they can expect. He also spends time working with the firm’s support staff to ensure he has access to all of the tools needed for his clients.

Matt grew up in Shawnee, Kansas where his family owns and operates Heartland Seating, Inc., a spectator seating company. After playing college baseball, Matt graduated from the University of Kansas in 2017 with a degree in both finance and accounting. Upon graduation, he moved to Dallas, Texas where he expanded his education by obtaining his FINRA 66 license while working with Citi Private Bank. While there, he assisted high-net-worth and ultra-high net worth individuals with banking, lending and investment management.

Matt enjoys baseball, golfing, fitness, travel, and time spent outdoors with friends or his dog.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

 

Articles by Matt Return to Team Page

Matt Peterson

Matt Peterson

Financial Advisor

    

LinkedIn

Matt Peterson is an investment advisor representative with Prime Capital Investment Advisors (PCIA). At PCIA, Matt focuses on the registered investment advisor side where he can provide a flexible, fee-based platform while delivering transparency and consistency around what clients pay and which services they can expect. He also spends time working with the firm’s support staff to ensure he has access to all of the tools needed for his clients.

Matt grew up in Shawnee, Kansas where his family owns and operates Heartland Seating, Inc., a spectator seating company. After playing college baseball, Matt graduated from the University of Kansas in 2017 with a degree in both finance and accounting. Upon graduation, he moved to Dallas, Texas where he expanded his education by obtaining his FINRA 66 license while working with Citi Private Bank. While there, he assisted high-net-worth and ultra-high net worth individuals with banking, lending and investment management.

Matt enjoys baseball, golfing, fitness, travel, and time spent outdoors with friends or his dog.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

 

Articles by Matt Return to Team Page

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