AdFi
TA

Terry Alan Conner

Investment Adviser Representative at Prime Capital Financial

Springfield, MOCRD #2255002Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Terry Alan Conner is an investment adviser representative with Prime Capital Financial in Springfield, MO, where they have been registered since 2019. They have worked in the securities industry since 2002 and have been registered with 4 firms, including Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Missouri and Texas.

Office

1835 E Republic Rd, #104
Springfield, MO 65804

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/15/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 7/27/1992
Series 7
General Securities Representative Examination
Passed 7/20/1992
Series 24
General Securities Principal Examination
Passed 9/25/1998

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Prime Capital FinancialCurrent
6/10/2019 – Springfield, MO
Financial Engines Advisors L.L.C.
11/30/2016 – 7/1/2019Springfield, MO
Financial Engines Advisor Center, LLC
10/13/2016 – 11/30/2016Springfield, MO
THE Mutual FUND Store
3/14/2002 – 10/21/2016Springfield, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Financial Engines Advisor Center, LLC
    Oct 2016 – Nov 2016Springfield, MO
  2. Financial Engines Advisors L.L.C.
    Nov 2016 – Jun 2019Springfield, MO
  3. Prime Capital Investment Advisors, LLC
    Jun 2019 – no end date reportedOverland Park, KS

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Prime Capital Financial

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$2,500 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
260
Offices listed on AdvisorFinder:
73
Main office:
Overland Park, KS
SEC file number:
801-110709

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 1, 2026

View full firm profile

Other advisors at Prime Capital Financial

Showing 12 of 260 in the directory

View Prime Capital Financial firm profile

Similar advisors in Springfield, MO

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Alan Conner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Terry Alan Conner (Prime Capital Financial) | AdvisorFinder