Craig Scherzer
Financial Advisor and Qualified Plan Advisor at Prime Capital Investment Advisors
Based in Leawood, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Leawood
Industry
Financial Services
Company size
219
Contact information
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c•••••••@pciawealth.com
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Background
About Craig Scherzer
Craig has been a Qualified Plan Advisor & Financial Advisor with Prime Capital Investment Advisors for the past 9 years. His areas of expertise include: Qualified Plan design and implementation, Private Equity Management, Retirement Income planning, and Tax Reduction Strategies. Craig majored in Economics and earned his Bachelor of Science degree from Kansas State University in 1995. Craig currently holds FINRA Series: 7 & 66 registrations along with Life & Health Insurance License. Craig and his wife Angie, currently live in Lenexa, KS and enjoy spending time with their 3 children Cade, Alexis & Isla. Specialties: Qualified Plan services, risk management services, retirement income planning, and tax reduction strategies. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd, Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated
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