Wealth Management

Prime Capital Investment Advisors

Prime Capital Investment Advisors*

WHY PARTNER WITH US? ERISA 3(38) Wealth Investment Managers We can serve as an ERISA 3(21) co-fiduciary or an ERISA 3(38) fiduciary where we can act as a discretionary investment manager shifting fiduciary obligations on plan investments from you, the Plan fiduciaries. On-Site Advisors We have built our service model around our commitment to being your comprehensive Fiduciary Partner. We believe in face-to-face contact and can provide ongoing participant education through our on-site advisors. Do it For Me Strategy For those that want a “do-it-for-me” strategy, we have Risk-Based Managed Accounts available, eliminating the stress from participants having to make a selection. Gap Analysis Are your employees on track to reach their retirement goals? We offer face-to-face delivery of individualized reports for participants to show them how much they need to be saving to reach their goals.

Meet Our Advisor

Financial Advisor Derek Mitchell with Prime Capital

Derek Mitchell, AIF Financial Advisor 816-590-7061 or dmitchell@primecap-ia.com

Derek has worked in the financial services industry since 1993. He and his dedicated team are passionate about guiding clients nearing retirement, those currently enjoying their retirement, and successful professionals, in achieving their vision of financial success. Derek uses an integrated, holistic approach priding himself on understanding his clients and relating to them on more levels than just their financial affairs. This unique skill combination allows him to develop and implement innovative strategies that truly address his client’s needs. Derek believes that great things are accomplished through sound partnerships built on trust and integrity and he works hard to exemplify these values in everything he does, both professionally and personally.

Derek is a registered representative where he currently maintains the following registrations and designations: FINRA Series 7, 63, 66 as well as life/health licenses in multiple states. He proudly carries the Accredited Investment Fiduciary designation.

Outside the office, Derek enjoys spending time with his wonderful wife Dinah, and their seven children. 

Prime Capital Investments Logo blue and black
Securities offered through Cambridge Investment Research, Inc., “Cambridge,” a Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Prime Capital Investment Advisors, LLC. “Prime Capital,” a Registered Investment Advisor. Prime Capital doing business as Qualified Plan Advisors, “QPA.”  *Cambridge, Prime Capital and  Citizens Savings & Loan Association, FSB are not affiliated.

Trust Company of Kansas

The Trust Company of Kansas*

The Trust Company of Kansas is located at our Home Office – 5151 S. 4th Street, Leavenworth, Kansas 66048. Citizens Savings & Loan’s affiliation with The Trust Company of Kansas started in 1993. The Trust Company of Kansas offers a wide range of services on the Trust Side , including retirement, estate and investment planning. You want to know the people handling your financial affairs. You and your family want to work with people who know you and understand your needs and concerns. At The Trust Company of Kansas, you don’t have a relationship with an institution, you have a relationship with experienced trust people.

Call Mike Goldak or Pam Ryser at (913) 758-1111 or (800) 758-1155 or visit their website at TCKansas.com

*The Trust Company of Kansas is not owned in whole or in part by Citizens Savings & Loan Association, FSB.