Matthew Grant Swatek

Current Employers

Employment History

• 01/2015 → 03/2020
  The Retirement Planning Group
  Leawood, KS
• 03/2020 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2015-01-20 → 2020-03-25
  Cetera Planning Partners
  Springfield, MO
  Leawood, KS
• 2020-03-03 → 2020-03-03
  Fiduciary Investment Trusts, Llc
  Springfield, MO
  Overland Park, KS
• 2002-08-29 → 2015-01-27
  Msi Financial Services, Inc.
  Springfield, MO
  St Louis, MO
  Springfield, MO
  Springfield, MO
  St. Louis, MO

Other Businesses

1) Insurance Agent, non-investment related, 6201 College Blvd, Suite #150, Overland Park, KS 66211, sale and service of insurance products, agent, 03/2020, <5 hours per month, <5 hours per month during trading hours, sale and service of insurance products to clients. 2)CHHSZ HOLDINGS, LLC, INVESTMENT-RELATED, 6201 COLLEGE BLVD SUITE #150, OVERLAND PARK, KS 66211, CHHSZ HOLDINGS, LLC IS A LIMITED LIABILITY COMPANY,"LLC" FORMED IN OCTOBER, 2019 UNDER THE LAWS OF THE STATE OF DELWARE. CHHSZ HOLDINGS, LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC ("PCIA"), A FEDERALLY REGISTERED INVESTMENT ADVISER, MEMBER, <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-24
• S63 Uniform Securities Agent State Law Examination
  1999-11-06

Other Names

• Matt Swatek
• Matthew G Swatek