Joe Hildebrand, financial advisor Overland Park KS
83 score

Joe Hildebrand

CRD Number: 3106548
Current Firm: Prime Capital Investment Advisors, LLC

Joe Hildebrand (CRD# 3106548) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Overland Park, KS and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Prime Capital Investment Advisors, LLC Overland Park, KS Jul 2017 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Jul 2010 - Current 7
Lawing Financial Inc. Overland Park, KS Jul 2005 - Oct 2017 12
Lawing Financial Inc. Overland Park, KS Jun 2000 - Oct 2017 17
The O.n. Equity Sales Company, Inc. Cincinnati, OH May 2000 - Jul 2010 10
Ohio National Financial Services Cincinnati, OH May 2000 - Jul 2010 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S65 NASAA Investment Advisors Law Examination Jul 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joe D. Hildebrand
Phone Number: (800) 493-6226
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    3,336
    MILLIONS
  • Total Number of Accounts
    2,486
    ACCOUNTS
  • Average Account Value
    $1,341,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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

AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, MI, MN, MO, NE, NM, OH, OK, TN, TX, VA, WI

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BADGES
83

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