Craig Burtis, financial advisor Hiawatha IA

Craig Burtis

CRD Number: 2757496
Current Firm: Prime Capital Investment Advisors, LLC

Craig Burtis (CRD# 2757496) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Hiawatha, IA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services Louisville, KY Apr 2018 - Current 3
Prime Capital Investment Advisors, LLC Overland Park, KS Jul 2017 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Nov 2011 - Apr 2018 6
Lawing Financial Inc. Overland Park, KS Nov 2011 - Oct 2017 5
New England Securities West Des Moines, IA May 2002 - Nov 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Craig A. Burtis
Phone Number: (800) 493-6226
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    12,483
    MILLIONS
  • Total Number of Accounts
    9,409
    ACCOUNTS
  • Average Account Value
    $1,326,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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