Joe Harrish still adheres to the core values he first embraced in the Air Force at age 19 - Integrity, Service Before Self and Excellence In All We Do. From self-described "humble beginnings," Joe has spent his entire life building meaningful relationships in the military and civilian community. He spent 22 highly-decorated years in active-duty in the Air Force where he won numerous awards at every level. One of his biggest accomplishments was being named the Air Force's Company Grade Officer of the Year for his entire career field. During the final decade of his military career, he knew he had a higher calling. He entered the financial services industry while he was still on active-duty, and he has spent two decades helping others change their financial futures. Now part of the team at Prime Capital Investment Advisors (PCIA), he is a fee-based financial advisor and fiduciary working with high net-worth individuals, upper management executives, medical professionals and business owners. Joe has a bachelor's degree in organizational management and holds a Series 65 registration.
Want to learn more about Joe? Visit his website: https://pciaharrish.com/
Prime Capital Investment Advisors is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital Investment Advisors was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals. Watch this video to get a peek into the value of working with a Prime Capital Investment Advisor. https://vimeo.com/689800831
General Information |
| Firm Start Year: | 1985 | |
| No. of Employees: | 100-499 | |
| Insurance License#: | 7977470 |
| States Licensed in: | KS, MO, IA |
| Number of Years with Current Firm: | 4 |
| Work Experience: | Joe started his career in financial services at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After seven years, he was promoted to Vice President and Agency Director, traveling across the U.S. conducting investment seminars and helping people with their financial plans, while being involved with the business operations of both companies. After eight years of managing 200+ registered representatives and two businesses, he felt that he had established an ideal foundation for starting his career as a financial advisor, and he joined Prime Capital Investment Advisors. |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs |
| Advisory Services Provided: | Insurance Products & Annuities, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Risk Management, Financial Planning for Individuals |
Services |
| Investment Types: | Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Fee % Based on Assets: | .5% - 1.5% |
Education |
| Organizational Management - Business/HR | Colorado Christian University
- Colorado Springs, CO 10/01/1999-06/01/2001 |
FAQs |
Do you have a customer satisfaction or refund policy?No. |
What are your qualifications? What is your education background?Bachelors Degree in Organizational Management - Colorado Christian University Series 6,63,65 and Life and Health. |
How do you charge for your services?Fee-Based on Assets Under Management |
How are you compensated? How will I pay for your services?Fee-Based on Assets Under Management |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?No. We have a team of individuals that have discretionary trading authority based upon a customized Investment Policy Statement. |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| 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). |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
| Not Provided |
I am thrilled and honored to have been named to the Kansas City Business Journal list of Top 20 People to Know in Kansas City in Financial Services.
PCIA's Take on Retirement Adviser Industry M&A, We
When: 04/19/2021
Details:Emerging market realities continue to strengthen the ties between retirement plan advisory services and individual wealth management, as evidenced by recent M&A activity.
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