Brian Burwell Email and Phone Number
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Credentials:20+ years in the Financial Service Industry / 18+ years at Prime Capital Investment Advisors, LLCFocus: Wealth Accumulation and management, Investment and Retirement EducationBrian Burwell is an advisor with Prime Capital Investment Advisors, focusing on Qualified Retirement plans and Wealth Accumulation. Brian’s Approach to these services begins with strong relationships with his clients by understanding their concerns, liabilities and knowledge of retirement plans and investing. Brian spends a great deal of time working not only with the Plan Sponsors to further the Health of the plan itself, but also a lot of time and passion educating the participants on what it means to save for Retirement. The result is to help every participant achieve adequate savings and education to enjoy their retirement. The Firm's many resources allow Brian to provide Fiduciary Support, Managed Investment Offerings and a Team of professionals to provide face to face interaction and education to all plan participants, trustees and plan sponsors.Brian Attended the University of Kansas. He holds FINRA series 65 Registration as well as Life and Health Insurance licenses in multiple States. Brian is an investment advisor representative with Prime Capital Investment Advisors, Inc., a registered investment advisory firm. Brian lives at home in Shawnee, KS with his wife Courtney and his three children, Avery, Bryndal and Tripp. He enjoys golfing and fishing in his spare time and is a member of the Kansas City Barbeque Society.Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”).
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PartnerPrime Capital Investment Advisors Oct 2021 - Present -
Financial AdvisorPrime Capital Investment Advisors Jul 2017 - PresentOverland Park, KsUnlike most financial service firms, which typically assign one advisor per client, our service is based on a team of highly qualified financial advisors, each with a distinct area of expertise, so every detail is covered.We approach your situation from a tax, legal and financial standpoint to help us work smarter and more efficiently. So you gain a personalized roadmap and detailed portfolio designed with your personal goals and risk tolerance in mind.
Brian Burwell Skills
Brian Burwell Education Details
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Allen County Community College
Frequently Asked Questions about Brian Burwell
What company does Brian Burwell work for?
Brian Burwell works for Prime Capital Investment Advisors
What is Brian Burwell's role at the current company?
Brian Burwell's current role is Partner/Financial Advisor at Prime Capital Financial.
What is Brian Burwell's email address?
Brian Burwell's email address is bb****@****-ia.com
What is Brian Burwell's direct phone number?
Brian Burwell's direct phone number is +191322*****
What schools did Brian Burwell attend?
Brian Burwell attended The University Of Kansas, Allen County Community College.
What skills is Brian Burwell known for?
Brian Burwell has skills like Wealth Management, Retirement Planning, Wealth Accumulation, Securities, 401k, 401k Rollovers, Financial Advisory, Investments, Portfolio Management, Risk Management, Management, Insurance.
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