Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Prime Financial Strategies, Inc. |
| Address: |
3253 W. Carefree Circle |
| City: |
Colorado Springs |
| State: |
CO |
| Zip Code: |
80917 |
| Telephone: |
(719) 260 - 1747 |
| Fax: |
(719) 260 - 6436 |
| Web Site: |
www.primefinancial.org |
| |
| We are an independent financial advisory firm
offering services geared toward financial planning, retirement income planning
and estate planning. We accept individuals, families, multi-generational and
corporate clients for fee based planning, retainer or transactional services.
Insurance, investment portfolio reviews, and consultation with other professionals
(attorneys, accountants, etc) is available. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Jeffrey B. Marks |
(719) 260 - 1747 |
jeffrey.marks@natplan.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Series 6, 22, 63, 7, 24
Insurance
Licenses: Life, Health,
Disability, Long Term Care, Variable products
Other Licenses and Designations: QFP, CLU, ChFC, ChFEBC
Education/Area of Study: BA in Business Administration with
an emphasis in economics
Associations and Affiliations: National Association of Insurance
and Financial Advisers - Colorado Springs; past president, Pikes Peak Chapter of
The Society of Financial Services Professionals - past board member, The Colorado
Springs Estate Planning Council
Experience:
I have / The office has been providing financial and/or related advice to clients
for 29 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
X |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
X |
Other: Retainer Offset |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
X |
Stock and bond brokerage |
--- |
Other: |
Specialty: Fee based financial planning and Retirement Accumulation
and Distribution/Income planning
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with National Planning Corporation
(NPC) |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
