AS
AS

Andrew Nelesoni Selu

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
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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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew co-owns two e-commerce stores with his wife, dedicating a few hours per week. He is also a partner in CHHSZ Holdings LLC, the sole owner of Prime Capital Investment Advisors, LLC, spending minimal time on this. Additionally, Andrew is an insurance agent selling fixed insurance products through PCRM, LLC, taking a few hours per week.

Employment History
Current Registrations
Prime Capital Financial
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Edelman Financial Engines
June 2022 - December 2024 · 2 yrs 6 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2022 · 3 yrs 11 mos
Strategic Advisers LLC
February 2018 - July 2018 · 5 mos
Fidelity Brokerage Services LLCBroker
September 2016 - June 2022 · 5 yrs 9 mos
E*trade Securities LLCBroker
January 2014 - March 2014 · 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.