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Joseph E Zdeb

FIDUCIARY INVESTMENT TRUSTS, LLC·OVERLAND PARK, Kansas
SIE, Series 6, Series 7, Series 63, Series 65Clean record19 years registeredFIDUCIARY INVESTMENT TRUSTS, LLC
6201 COLLEGE BLVD. 7TH FLOOR, OVERLAND PARK, KS 66211CRD# 2833107Firm CRD# 296964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph E Zdeb · OVERLAND PARK, KS
Registration
CRD #2833107 · FIDUCIARY INVESTMENT TRUSTS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

PRIME CAPITAL FINANCIAL
Jul 2017 – present
LAWING FINANCIAL INC
Feb 2007 – Oct 2017
OVERLAND PARK, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · February 7, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIDUCIARY INVESTMENT TRUSTS, LLC
CRD 296964 · SEC 801-113621
AUM
$2M
Regulatory assets under management
Employees
17
53 client accounts
Services offered by FIDUCIARY INVESTMENT TRUSTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FIDUCIARY INVESTMENT TRUSTS, LLC →
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05

Frequently Asked Questions

What services does Joseph E Zdeb offer?
Joseph E Zdeb specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Joseph E Zdeb's credentials?
Joseph E Zdeb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph E Zdeb located?
Joseph E Zdeb is based in OVERLAND PARK, Kansas, working with FIDUCIARY INVESTMENT TRUSTS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Joseph E Zdeb charge for services?
Joseph E Zdeb's firm is compensated through percentage of aum, hourly charges, subscription fees, other: monthly subscription fee for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY INVESTMENT TRUSTS, LLC?
FIDUCIARY INVESTMENT TRUSTS, LLC has approximately 17 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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