Verified recordFinancial Services

Alex van Patten

Associate Financial Planner at Prime Capital Financial

Based in Overland Park, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Overland Park

Industry

Financial Services

Company size

373

Contact information

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Email

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a•••••••@primefinancial.com

Phone

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Background

About Alex van Patten

With a strong foundation in tax, accounting, and business operations, I bring a well-rounded perspective to understanding the financial landscape and the challenges clients face. What drives me most is helping people make sense of complex financial situations and turning those insights into clear, actionable plans that empower them to reach their goals with confidence and peace of mind. As I continue to grow professionally, I’m excited to transition into financial planning and wealth management by leveraging my broad skill set and experience to deliver holistic, innovative financial solutions that align with my clients’ unique aspirations. I’m eager to connect with like-minded professionals, mentors, and leaders in finance to collaborate, learn, and contribute to the evolving wealth management industry. Prime Capital Investment Advisors,("PCIA"), Private Client Services ("PCS") and their associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd, Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

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