Our Firm

Prime Financial Strategies, Inc. is a Colorado State Registered Investment Adviser (license # IA334). Jeffrey B. Marks, CLU,CHFC is President of the firm. Prime Financial Strategies, Inc. was incorporated in the state of Colorado in 1989.

Seminars for Adult Education, a division of Prime Financial Strategies, Inc., is an educational organization providing public seminars on retirement, estate and financial planning.

Securities are offered through National Planning Corporation , an independent broker dealer. National Planning Corporation and Prime Financial Strategies, Inc. are separate and unrelated companies.

Note:


Jeffrey B. Marks is securities licensed in AZ, CA, CO, DC, FL, IL, IN, MA, MD, MI, MN, ND, NE, NM, NY, SD, TX, UT, VA, WA, and WI. This shall not be deemed to be a solicitation or offer of securities in states where Mr. Marks is not licensed. Please see our "Home" page for a more detailed disclosure.

 

Prime Financial Strategies, Inc. is licensed solely in Colorado for the offer of investment advice for a fee. This shall not be deemed to be a solicitation for investment advisory services in any state where Prime Financial Strategies, Inc. is not registered or exempt from registration.