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Credentials
Series 65
Experience Industry experience
< 1 year
Location
Montezuma, KS
Marcelo Neufeld is a financial advisor with Prairie View Financial LLC in Montezuma, Kansas. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles at Hensel Phelps Construction and Kiewit Construction, as well as self-employment spanning several years. Prairie View Financial LLC offers flat-fee investment advisory services and portfolio management to individuals, families, trusts, estates, and businesses. The firm focuses on long-term asset allocation, diversification, and periodic rebalancing, primarily using exchange-traded funds while permitting individual securities and limited options or cryptocurrency investments with additional authorization.
Fixed annual fees ranging from $400 for non-discretionary services to up to $50,000 for discretionary portfolio management depending on asset tiers.
$0 - $50,000: $600/year flat fee $50,001 - $250,000: $1,200/year flat fee $250,001 - $1,000,000: $3,000/year flat fee $1,000,001 - $10,000,000: $7,500/year flat fee $10,000,001 - $50,000,000: $25,000/year flat fee $50,000,001+: $50,000/year flat fee
Minimum fee: $400 annually for non-discretionary advisory services (Tier 0) Fee-only: Flat fees charged as per tiers; no commissions.
Montezuma, KS
Montezuma KS
Advisors at this office
1
Kansas
< 1 year of industry experience
Prairie View Financial LLC
2026 - Present • 1 year
Montezuma, KS
Self-Employed
2025 - 2026 • 1 year
Tampa, FL
Hensel Phelps Construction
2023 - 2024 • 1 year
Tampa, FL
Kiewit Construction
2022 - 2022 • 1 year
Little Rock, AR
Self-Employed
2019 - 2024 • 5 years
Pittsburg, KS
MJE LLC
2014 - 2022 • 8 years
Montezuma, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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