Joseph M Zdeb

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 04/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2017 → 10/2017
  Lawing Financial
  Leawood, KS
• 03/2016 → 12/2016
  United States Marine Corps (Tbs & Ioc)
  Quantico, VA
• 12/2016 → Present
  United States Marine Corps Reserve
  Springfield, MO
• 03/2019 → 05/2019
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 05/2019 → Present
  Prime Capital Investment Advisors Llc
  Overland Park, KS

Other Businesses

1)UNITED STATES MARINE CORPS, NON INVESTMENT RELATED, 1110 N FREMONT AVE C, SPRINGFIELD, O, 1/2016 AS PLATOON COMMANDER (2ND LIEUTENANT). NIR - 72/MO - 0/TRADING. 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. 3) PCRM, LLC DOING BUSINESS AS PRIME CAPITAL RISK MANAGEMENT, INVESTMENT-RELATED, 6201 COLLEGE BLVD., SUITE #150, OVERLAND PARK, KS 66211, FIXED-INSURANCE PRODUCTS, INSURANCE AGENT,02/2023, 10 HRS./MO., 10 HRS. 10 HOURS DURING TRADING, SALE AND SERVICE OF FIXED-INSURANCE PRODUCTS, INCLUDING THROUGH NON-AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOS). 4) WAR HORSES FOR VERTERANS, NON-INVESTMENT RELATED 5600 W 183RD, STILLWELL KS 66085, BOARD MEMBER, 02/07/24, 6 HOURS PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS, COUNSEL AND PROVIDE GUIDANCE FOR VETERANS AND PROVIDE LABOR AROUND THE FACILITY AS NEEDED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-08

Other Names

• Joey Zdeb
• Joseph M Zdeb
• Joseph Michael Zdeb