Prairie Wealth Advisors, Inc.

RIASEC RegisteredEst. 2012
Total AUM
$558M
Discretionary
$476M
85% of AUM
Avg account
$1.4M
Accounts
389
Employees
12
Advisory reps
11

Firm details

Headquarters
Omaha, Nebraska
CRD number
165266
Registered since
September 21, 2012
Website
prairiewealthadvisors.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI79.72%
  • Individuals11.51%
  • Corporations / Businesses8.35%
  • Charitable Organizations0.42%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Prairie Wealth Advisors, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2012 and is owned by an individual. The firm serves both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting. Fee arrangements are flexible and include asset-based fees, hourly charges, fixed fees and other structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 35%, Other 25%, Public Funds/Mutual Funds 22%, Private Funds 7%, Cash & Cash Equivalents 5%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%35%
  • Exchange Traded Equities35%
  • Other25%
  • Public Funds/Mutual Funds22%
  • Private Funds7%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 4
  • Aaron Homan

    Aaron Homan

    Business Development CoordinatorCRD 6333812

  • Craig Hundt

    Craig Hundt

    CEOCRD 1577076

  • Michael Finnegan

    Chief Investment OfficerCRD 4637514

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Contacts

3 of 7
  • Brooke Wimes

    Brooke Wimes

    Director of Client ServicesCRD 4999774

  • Jon McGrew

    Jon McGrew

    Vice President, Financial AdvisorCRD 7406091

  • Caleb Friendt

    CRD 8321767

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 133

Active vs passive

$193M in ETFs

Passive

67%

$129M

Active

14%

$64.5M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$15.2M07.88%
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Location

Primary office

Omaha, NE

Douglas

Location

Omaha, NE

Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
Douglas
Address
10250 Regency Cir
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth