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RIA / WealthAdvisorCertified Financial Planner34 years in industry

TERRY ALAN CONNER

Advisor at PRIME CAPITAL FINANCIAL

Springfield, MO | OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:76aa5bc1-c4df-a2eb-c0e8-20352a5d885c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIME CAPITAL FINANCIAL
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 27, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 27, 1992
First registration: Mar 14, 2002
Dual registered: no
Other names: TERRY A CONNER
IAPD individual key: 2255002

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIME CAPITAL FINANCIAL	Mixed wealth	Jun 10, 2019	n/a	yes	OVERLAND PARK, KS\|Springfield, MO	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 30, 2016	Jul 1, 2019	no	SPRINGFIELD, MO	Previous registration
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Oct 13, 2016	Nov 30, 2016	no	SPRINGFIELD, MO\|OVERLAND PARK, KS	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Mar 14, 2002	Oct 21, 2016	no	SPRINGFIELD, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL ENGINES	PRIME CAPITAL FINANCIAL	Jul 1, 2019	Jun 10, 2019	-21	Firm change	Other
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Nov 30, 2016	Nov 30, 2016	0	Bulk transfer	Other
THE MUTUAL FUND STORE	FINANCIAL ENGINES ADVISOR CENTER, LLC	Oct 21, 2016	Oct 13, 2016	-8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104510:288712:MO:2019-06-20	Jul 1, 2019	Jun 10, 2019	SPRINGFIELD, MO	Firm change
119106:109238:MO:2016-10-21	Oct 21, 2016	Oct 13, 2016	SPRINGFIELD, MO	Firm change

Relationships

Registered with (4)

→ PRIME CAPITAL FINANCIALRegistered adviserregistration: current employment
Jun 10, 2019 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 30, 2016 to Jul 1, 2019factForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Oct 13, 2016 to Nov 30, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Mar 14, 2002 to Oct 21, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:76aa5bc1-c4df-a2eb-c0e8-20352a5d885c
First observed: Mar 14, 2002
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TERRY ALAN CONNER

Advisor at PRIME CAPITAL FINANCIAL

Springfield, MO | OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:76aa5bc1-c4df-a2eb-c0e8-20352a5d885c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PRIME CAPITAL FINANCIAL

Mixed wealth

Jun 10, 2019

n/a

yes

OVERLAND PARK, KS|Springfield, MO

Current employment

EDELMAN FINANCIAL ENGINES

Independent wealth

Nov 30, 2016

Jul 1, 2019

SPRINGFIELD, MO

Previous registration

FINANCIAL ENGINES ADVISOR CENTER, LLC

Former SEC adviser

Oct 13, 2016

Nov 30, 2016

SPRINGFIELD, MO|OVERLAND PARK, KS

Previous registration

THE MUTUAL FUND STORE

Former SEC adviser

Mar 14, 2002

Oct 21, 2016

SPRINGFIELD, MO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

EDELMAN FINANCIAL ENGINES

PRIME CAPITAL FINANCIAL

Jul 1, 2019

Jun 10, 2019

-21

Firm change

Other

FINANCIAL ENGINES ADVISOR CENTER, LLC

EDELMAN FINANCIAL ENGINES

Nov 30, 2016

Bulk transfer

Other

THE MUTUAL FUND STORE

FINANCIAL ENGINES ADVISOR CENTER, LLC

Oct 21, 2016

Oct 13, 2016

-8

Firm change

Other

Team

Left

Joined

From

Kind

104510:288712:MO:2019-06-20

Jul 1, 2019

Jun 10, 2019

SPRINGFIELD, MO

Firm change

119106:109238:MO:2016-10-21

Oct 21, 2016

Oct 13, 2016

SPRINGFIELD, MO

Firm change