Financial advisors are in a unique position to serve as a guide to others through various stages of life. Almost all of those stages include financial implications in one form or another. Joey Yurglich is a financial advisor at Prime Capital Investment Advisors (“PCIA”), where he connects his background and passion for service to help people navigate their financial lives and goals in the most efficient and effective manner.

Prior to his career with PCIA, Joey fueled his entrepreneurial spirit as a financial representative for Northwestern Mutual, where he quickly learned the value of, and need for, financial advice. It became clear that in order to offer sound and conflict-free advice, it was necessary to work as an independent, fee-based advisor. Joey then joined PCIA as an Independent Registered Investment Advisor.

PCIA provides the tools and resources that allow Joey to better serve his clients and help them reach their overall financial goals and needs. He views the client-advisor relationship as a team in which communication and relationship development are key elements to achieving financial goals. As a team, Joey strives to lead clients confidently toward their financial futures and family legacies.

Joey is a proud alumnus of Palm Beach Atlantic University in West Palm Beach, Florida, where he also pursued a career as a professional golfer. He graduated with a degree in Finance and currently holds his FINRA Series 7 and 66 registrations, as well as Life, Health, Variable Life and Variable Annuity registrations in various states.

While not holding his professional golf status any longer, he and his wife, Balin, still enjoy golfing, skiing, camping, hiking, fishing, bowling and going to the movies.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

Locations Served

Denver, CO

7800 E. Union Avenue
Suite 940
Denver, CO 80237