A complete list of active advisors currently associated with Prairie Advisory, LLC

Warmer can help you find a great advisor at Prairie Advisory, LLC or one who fits your needs even better.

Prairie Advisory is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, families, businesses, and retirement plans. It delivers these services through Investment Advisory Representatives who operate under their own legal entities and trade names while remaining supervised by the firm. The firm implements a globally diversified, modern-portfolio-theory approach, primarily using mutual funds and exchange-traded funds alongside fundamental security analysis, market-trend and economic-cycle analysis. Portfolios are generally managed with a long-term orientation, though the firm may at times employ shorter-term trading, margin, or option strategies and provides ongoing monitoring and reporting. Prairie Advisory’s brochure highlights two features that are less common among peers: it offers retirement-plan/pension consulting and plan-level discretionary and non-discretionary services, and it may charge hourly fees for standalone financial planning engagements. The firm was newly formed at the time of its initial filing and reported no assets under management, and some associated persons are registered representatives of LPL Financial—a relationship the brochure discloses as a potential source of conflicts of interest.

To learn more about the advisors currently working at Prairie Advisory, LLC, 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.