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Paige Ashley Prater

Advisor at Edward Jones — Pratt, KS South Main

Updated today

Credentials

Series 66

Experience

5 years

Location

Pratt, KS 67124

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Paige Prater is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Pratt, KS South Main

401 South Main

Pratt KS 67124

Advisors at this office

5

Most active in

Kansas · Texas

Work history

5 years of industry experience

Edward Jones

2013 - Present • 13 years

Pratt, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Clarence M

ChFC®, Series 63

Pratt, KS

Eagle Strategies (NY Life)

Clarence Meigs is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® designation and Series 63 license. He has 37 years of industry experience, including long-term roles with New York Life Insurance Company and Nylife Securities Inc. Since 2020, he has also operated Meigs and Associates, focusing on the sale of New York Life products and brokering non-registered insurance products. Additionally, he serves as a Notary Public in Kansas and has an investment interest in the oil and gas sector. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and works extensively with defined contribution and defined benefit plans, emphasizing tailored solutions and fiduciary responsibilities within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Dakota H

CFP®, Series 66

Pratt, KS

Edward Jones

Dakota Holtgrieve is a CFP® certificant with 15 years of experience, serving at Edward Jones since 2011 in Pratt, Kansas. He is a partner in Pilot Knob Outfitters LLC, a hunting and outfitting business that hosts annual deer and turkey hunts on farm and recreational property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Simona K

Series 66

Pratt, KS

Edward Jones

Simona Korbe is a financial advisor at Edward Jones with eight years of industry experience, including two years at First National Bank in Pratt. She holds a Series 66 designation. Outside of her advisory role, she works as a certified personal trainer at Blythe Family Fitness in Pratt, helping clients achieve their health and fitness goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Peyton K

Series 66

Pratt, KS

Edward Jones

Peyton Koehler is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at the Pratt County Sheriffs Office and held various roles including property management and retail. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Patricia L

CFP®, Series 66

Pratt, KS

Edward Jones

Patricia Loftus is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. She is based in Pratt, KS. Outside of her advisory role, she is a co-owner of a ranch in Sawyer, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm supports a large network of advisors and branch offices and manages over $1 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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