Bruce Walter Beyer

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

• 12/2011 → 04/2018
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2014 → 10/2017
  Lawing Financial
  Overland Park, KS
• 07/2017 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 04/2018 → Present
  Private Client Services
  Old Hickory, TN

Previous Registrations

• 2014-08-01 → 2017-10-13
  Lawing Financial Inc
  Brentwood, TN
  Overland Park, KS
• 2011-12-21 → 2015-02-09
  Cambridge Investment Research Advisors, Inc.
  Brentwood, TN
  Nashville, TN
• 2004-03-24 → 2011-12-22
  Cincinnati Analysts, Inc.
  Nashville, TN
  Nashville, TN

Other Businesses

1) PRIME CAPITAL INVESTMENT ADVISORS, LLC. 6201 COLLEGE BLVD, STE 150, OVERLAND PARK, KS 66211. IAR. 160 HOURS/MO; 140 DURING TRADING HOURS. 2) BEYER FINANCIAL STRATEGIES. 213 OVERLOOK CIR, A3, BRENTWOOD, TN. INSURANCE AGENT. 32 HOURS/MO; 4 DURING TRADING HOURS. 3) WAKEMAXX WATERSPORTS, LLC 450 CHEROKEE DOCK RD, STE #300, LEBANON, TN 37097, MARINE SALES & SERVICE. OVERSEE FINANCIAL ISSUES-SALES. 30 HOURS/MO; 0 DURING TRADING HOURS, 4) NON-INVESTMENT RELATED INSURANCE SALES THRU VARIOUS CARRIERS. 5) "CHHSZ HOLDINGS, LLC, INVESTMENT RELATED, 6201 COLLEGE BLVD STE#150 OVERLAND PARK KS 66211, PARTNER, CHHSZ HOLDINGS LLC IS A LIMITED LIABILITY COMPANY ""LLC"" FORMED IN OCTOBER 2019 UNDER THE LAWS OF THE STATE OF DELAWARE. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC (PCIA), A REGISTERED INVESTMENT ADVISOR. MEMBER PROVIDES ADVISORY SERVICES AS AN IRA OF PCIA, <1 HR /MONTH, <1 HR / MONTH DURING TRADING"

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-03-30