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Paige Prater

Advisor at Edward Jones

Updated today

Location

Pratt, KS 67124

Credentials

Series 66

Industry experience

5 years

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

401 South Main

Pratt, KS 67124

Most active in

Kansas · Texas

Work history

Edward Jones

2013 - Present (13 years)

Disclosures

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

Business activities & affiliations

user avatar

Clarence M

ChFC®, Series 63

Pratt, KS

Eagle Strategies (NY Life)

Clarence Meigs is a financial advisor with Eagle Strategies (NY Life) in Pratt, Kansas, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience and has been affiliated with New York Life and its related entities since 1989. In addition to his advisory work, he operates Meigs and Associates for brokering insurance products and serves as a Kansas Notary Public. He is also an investor in the oil and gas exploration company Indian Oil. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporations. The firm emphasizes client-directed solutions utilizing third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life, coordinating advisory services with affiliated insurance and broker-dealer entities.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired 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 General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar

Simona K

Series 66

Pratt, KS

Edward Jones

Simona Korbe is a financial advisor with Edward Jones in Pratt, Kansas, holding a Series 66 designation and starting her career at the firm in 2018. Prior to joining Edward Jones, she worked at First National Bank in Pratt and Papa Murphy's. Outside of her advisory work, she is a certified personal trainer helping clients achieve their health and fitness goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and advisory services, supported by a large 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
user avatar

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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