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Jennifer B

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Jennifer Blunt is a financial advisor at Prairie Capital Management Group, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and monitoring independent portfolio managers without directly investing client assets for most multi-manager accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Tyler D

Series 65

Kansas City, MO

Prairie Capital Management Group, LLC

Tyler Dodd is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has four years of industry experience, including prior roles at Brownlie & Braden Advisors, LLC and KPMG, LLP. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach that includes developing investment policies, selecting third-party managers, and conducting ongoing performance reviews.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Andrew K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets in most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Curtis K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Curtis Krizek is a financial advisor at Prairie Capital Management Group, LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following 11 years at Umb. Outside of his advisory role, Krizek serves on the boards of several companies in diverse industries, including software, chemical manufacturing, and precision component manufacturing. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, selecting and monitoring independent portfolio managers without directly investing client assets in most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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John T

Series 66

Dallas, TX

Prairie Capital Management Group, LLC

John Thurlow is a financial advisor at Prairie Capital Management Group, LLC in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at Goldman Sachs from 2014 to 2018 before joining Prairie Capital in 2019. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients by providing asset consulting, investment supervisory services, and managing limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, setting allocation parameters and selecting independent portfolio managers rather than directly investing client assets for most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Julie R

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Julie Rush is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 21 years of industry experience. She has been with Prairie Capital since 2008, initially at Prairie Capital Management and continuing with the firm following its transition to Prairie Capital Management Group in 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while typically not directly investing client assets for most multi-manager accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Benjamin K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Benjamin Kisner is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Prairie Capital Management Group, LLC since 2021 and previously worked at Prairie Capital from 2010 to 2021. Kisner is based in Kansas City, MO. Prairie Capital Management Group primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets in most multi-manager accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Marquise S

Series 63, Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Marquise Simmons is a financial advisor at Prairie Capital Management Group, LLC with one year of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services, Inc. and Northwestern Mutual. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, including the development of investment policies, asset allocation plans, and manager selection, and offers both discretionary and non-discretionary services.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Rachel K

Series 65

Kansas City, MO

Prairie Capital Management Group, LLC

Rachel Keiser is a Series 65 licensed financial advisor with four years of industry experience. She has worked at Prairie Capital Management Group, LLC since 2024 and previously spent eight years at Brownlie & Braden Advisors, LLC. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm utilizes a multi-manager, multi-strategy approach, including portfolio management, financial planning, and manager selection, and acts as adviser and sponsor for various fund-of-funds and related pooled investment products.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Kelly F

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Kelly Frazier is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and various institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, selecting and monitoring independent portfolio managers without directly investing client assets in most cases.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Jarrod P

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Jarrod Pierson is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and a variety of institutional clients, offering asset consulting, investment supervisory services, and management of limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, focusing on selecting and monitoring independent portfolio managers rather than directly investing client assets for most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Brian K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Brian Kaufman is a financial advisor at Prairie Capital Management Group, LLC with 29 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Kaufman is involved in several nonprofit boards, including the Salvation Army and the Kansas City Art Institute, and serves on the UMKC Bloch Advisory Council. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy approach by setting allocation parameters and selecting independent portfolio managers, managing many relationships on a non-discretionary basis.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Cory R

Series 65, Series 63

Englewood, CO

Prairie Capital Management Group, LLC

Cory Ross is a financial advisor at Prairie Capital Management Group, LLC with 12 years of industry experience. He previously worked at UMB Distribution Services, LLC and Marsico Capital Management, LLC. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, developing investment policies and selecting third-party portfolio managers while offering both discretionary and non-discretionary services.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Robyn S

Series 63, Series 65

Hinsdale, IL

Prairie Capital Management Group, LLC

Robyn Schneider is a financial advisor at Prairie Capital Management Group, LLC with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Prairie Capital Management Group since 2021. Her prior experience includes roles at Umb and Prairie Capital Management. Prairie Capital Management Group primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while generally not directly investing client assets for most multi-manager accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Shawn H

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Shawn Hause is a financial advisor at Prairie Capital Management Group, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting, investment supervisory services, and managing limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets for most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Sean P

Series 65

Kansas City, MO

Prairie Capital Management Group, LLC

Sean Pleimann is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Country Club Bank and held positions at the University of Kansas. He also has experience with Heartland Soccer. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, offering financial planning, portfolio management, and asset consulting, and provides discretionary authority for clients with amended advisory agreements.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Christopher B

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Christopher Blunt is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds the Series 66 designation and has been with Prairie Capital since 2021. He also maintains a role at Umb, where he has worked since 2010. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients including pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on selecting and monitoring independent portfolio managers rather than directly investing client assets for most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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James B

PFS™, Series 63, Series 65

Kansas City, MO

Prairie Capital Management Group, LLC

James Braden is a financial advisor at Prairie Capital Management Group, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Prairie Capital in 2024, Mr. Braden was involved with Brownlie & Braden Advisors, LLC and has served as Managing Director of Cotton Creek Capital Management, LLC since 2006. He also serves as President of Hanover Hillcrest Holdings, LLC, and holds leadership roles managing private investment vehicles and serving on portfolio company boards. Prairie Capital Management Group primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting, investment supervisory services, and management of pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach and maintains a range of affiliated relationships and third-party arrangements uncommon among peers.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Wayne K

Series 63, Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Wayne Kraus is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while providing asset consulting and investment supervisory services.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Richard P

Series 66

Denver, CO

Prairie Capital Management Group, LLC

Richard Pratt is a financial advisor at Prairie Capital Management Group, LLC in Denver, CO, with 12 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021. His prior experience includes roles at Umb and Morgan Stanley, including Morgan Stanley Private Bank. Prairie Capital Management Group primarily serves high-net-worth individuals, families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while often managing client relationships on a non-discretionary basis.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Angela R

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Angela Robertson is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 19 years of industry experience. She has worked at Prairie Capital Management Group, LLC since 2021 and was previously with Prairie Capital Management LLC from 2008 to 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting, investment supervisory services, and management of pooled investment vehicles.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Michael G

Series 63, Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Michael Gentry is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Prairie Capital since 2012, including its current iteration since 2021. Gentry serves as an individual trustee of the ROOC Trust and participates on the Kansas City Symphony’s Audit and Finance Committee. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while managing a range of pooled investment vehicles.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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