A complete list of active advisors currently associated with Open Prairie Wealth Management
Warmer can help you find a great advisor at Open Prairie Wealth Management or one who fits your needs even better.
Open Prairie Wealth Management is a state-registered investment adviser that offers discretionary portfolio management along with financial planning and general consulting services to a broad set of prospective clients, including individuals, high-net-worth clients, trusts, estates, corporations, and other business entities; in its ADV the firm reports it was recently formed and currently has no assets under management or active client accounts. Services are governed by a written investment advisory agreement and the firm states it will conduct ongoing reviews of investment performance and portfolio exposures. The firm describes a multi‑disciplinary investment approach that draws on fundamental, technical, charting, cyclical, and economic analysis and that implements both long‑ and short‑term strategies and strategic asset allocation. It exercises discretionary trading authority when engaged, places trades through qualified custodians under limited power of attorney, conducts periodic account reviews, and does not act as custodian of client assets. What distinguishes this manager from many peers is its mix of billing methods: while it uses asset‑based management fees typical of investment managers, it also offers hourly billing for financial planning and consulting engagements — an arrangement that is comparatively uncommon among firms in this category. The firm also reports no account minimums, does not offer a wrap fee program, and is structured as a single‑advisor, recently established practice, which may inform expectations about scale and service delivery.
To learn more about the advisors currently working at Open Prairie Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 41
|
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