Matthew Swatek, CRPC®

Senior Vice President | Retirement Planner | Wealth Advisor at Prime Capital Investment Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • CRPC
    College for Financial Planning
  • Chartered Retirement Planning Counselor
    -

Experience

  • Prime Capital Investment Advisors
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Vice President | Retirement Planner | Wealth Advisor
      • Mar 2020 - Present

      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”) and Prime Capital Wealth Management (“PCWM”). 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”) and Prime Capital Wealth Management (“PCWM”).

  • The Retirement Planning Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • VP of Wealth Management
      • Jan 2015 - Mar 2020

  • MetLife
    • United States
    • Insurance
    • 700 & Above Employee
    • Registered Investment Advisor
      • Nov 1999 - Jan 2015

Education

  • The University of Kansas
    Bachelor of Science (B.S.), Business Administration
    1994 - 1998
  • College for Financial Planning
    2013 - 2014

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