We love connecting with our clients and potential clients, and our live, in-person events are our favorite way to do that! When you attend, you’ll get front-row, unfiltered access to breakdowns of strategies we employ and deconstruction of legislation that may affect your retirement. We’re ready to replace your questions with knowledge and empowerment, giving you the chance to reclaim control over your financial future. We can’t wait to see you there. View all of our upcoming events!
Mon-Tue: May 6-7, 2024
16th Annual Qualified Plan Fiduciary Summit
Overland Park Convention Center
6000 College Boulevard
Overland Park, KS 66211
Learn Where The Trends of The Industry is Going
The Qualified Plan Fiduciary Summit is a deeply collaborative experience, laser-focused on helping you pinpoint innovative strategies for making your organization’s retirement program more competitive. If you face any challenges in recruiting, retaining talent, communicating with your employees, or managing risk, this event is for you.
Featured Speaker
Jeff Lahr, AIF®
President, Kansas City Market & Financial Advisor
Phone: (913) 794-3848
Jeff is President of the Greater Kansas City Market for Prime Capital. His client work is with business owners and individuals primarily in the areas of qualified plans (401(k)/403(b)/pension plans), personal financial planning, private wealth management and estate planning. Jeff is a registered representative with Private Client Services, Member FINRA/SIPC and an investment advisor representative with PCIA.
Prior to entering the financial services industry, Jeff excelled in the technology industry, developing, selling and marketing complex technology solutions to Fortune 500 corporations. Jeff has been a key person in closely held companies and understands issues facing small-business owners.
A native of Marshalltown, Iowa, he graduated from Iowa State University with his bachelor’s degree in finance. He then furthered his education by obtaining his FINRA Series 7 and 66 securities registrations. Jeff enjoys spending his spare time with his family and friends, hunting, fishing, and playing golf. He is now a resident of Leawood with his wife Stacy and his two children Grant and Lindsay.
Subscribe to Newsletters from Payton and QPA
Payton and Prime Capital work to bring clients the latest developments, both inside the firm and out, through monthly newsletters. From market updates to the latest original blog posts to personal stories about Payton, this is the best way to keep up with everything happening in your portfolio and your business’s retirement plan. Be sure to sign up for Payton’s Point of View and the Qualified Plan Advisors Monthly Newsletter!
Payton’s Point of View
Payton’s Point of View brings subscribers the latest at the Prime Capital offices and in Payton’s life. Featuring market analysis from Payton himself as well as monthly recaps that give you an economic rundown of the past month, a few financial trends and tidbits, and personal stories that keep you up to date on the latest of Payton’s personal adventures. Click below to subscribe to Payton’s Point of View!
QPA Monthly Newsletter
The QPA Monthly Newsletter is the best roundup of information for all plan sponsors and plan participants. Stay up to date on the performance of different asset classes and market indexes to help you understand how your retirement accounts are performing. Also, be sure to sign up for one of our events that offer insight into our educational programs, the fiduciary standard and QPA. Click below to subscribe!
Specialized Services
Payton provides holistic financial planning services to individuals, families, experienced investors, pre-retirees, retirees and business owners. He also offers unique investing solutions to his clients who have the asset totals to take advantage of exclusive opportunities only available through Prime Capital Investment Advisors. Though he specializes in investment advisory and asset management, he works closely with each of his clients to tailor a strategy to their unique objectives, often using every tool in his repertoire to do so. See each of Payton’s services below!
Family Business Strategies
Business Succession Planning
Estate Planning
401(k) Planning
Tax Planning
Life Insurance Planning
Fee-Based Asset Management
Investment Planning
Contact Us
If you’re ready to create a custom investment strategy, protect what you’ve worked so hard to build or grow your business to its capacity, fill out our form below, and we will be in touch with you shortly. Prime Capital Investment Advisors and Qualified Plan Advisors look forward to bringing you the latest solutions in the industry that empower you to reach your potential and defend what’s yours.
Payton Thielmann
Wealth Planner
Prime Capital Investment Advisors, LLC
6201 College Boulevard, Suite #150
Overland Park, KS 66211
Phone: (913) 794-3848
Email: pthielmann@pciawealth.com
