Coleton Nelson
As a dedicated financial advisor, Coleton specializes in crafting comprehensive financial strategies for individuals and families. Holding a Master’s degree in Financial Planning and a Bachelor’s in Finance from Kansas State University, he combines a strong educational foundation with extensive real-world experience. Having worked with top firms like Northwestern Mutual and Prime Capital Financial, Coleton brings a wealth of knowledge to his practice. A native of Kansas City, he returned home with his fiancée after graduation.
Coleton’s expertise encompasses a broad spectrum of services, including financial, tax, retirement, and estate planning, along with investment strategies. Recognizing that every client has unique needs, he is committed to developing holistic plans and delivering tailored solutions that align with each client's personal and financial goals.
“I take pride in helping clients take control of their financial futures by providing customized, goal-oriented advice that addresses both short-term needs and long-term aspirations. Whether you're just beginning to plan for retirement, optimizing your tax strategy, or building an estate plan, I’m here to guide you every step of the way."
Outside of work, Coleton is an avid outdoor enthusiast, enjoying activities like fishing and camping with his family. He understands that planning isn't just about financial security—it’s about creating a lifestyle you love.
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. PCIA and its 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
