Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
33yrs
Derek Jay Mitchell
Financial advisor at Prime Capital Financial
At a glance
Experience33 years (since 1993)
How that compares ?Top 8% by experience at Prime Capital Financial
Office6201 College Blvd. Suite #150, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
States licensed ?1 state
Services through Prime Capital Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2017 – nowPrime Capital FinancialCurrent firm
- 2012 – 2017Lawing Financial Inc.Previously
- Jan 2011 – Dec 2012Cambridge Investment Research Advisors, Inc.Previously
Questions to ask Derek
Tailored to Derek’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Derek
How do I contact Derek?
Call Prime Capital Financial at (800) 493-6226 and ask for Derek Jay Mitchell. Derek works from the Overland Park, KS office.
How long has Derek been a financial advisor?
Derek has been in the industry since 1993, about 33 years. Top 8% by experience at Prime Capital Financial.
What licenses does Derek hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Prime Capital Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Derek for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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