A complete list of active advisors currently associated with Prairie Investment Advisors, LLC
Warmer can help you find a great advisor at Prairie Investment Advisors, LLC or one who fits your needs even better.
Prairie Investment Advisors, LLC provides discretionary portfolio management, ongoing life‑planning, and financial planning retainer services to individuals as well as to trusts, estates, retirement plans, charitable organizations, and business entities. The firm also assists clients in selecting third‑party investment managers and offers consulting on specific financial matters such as 401(k) reviews and cash‑flow analysis. Its investment process uses a mix of modern portfolio theory, fundamental and cyclical analysis, and both long‑term and occasional short‑term trading, with portfolios tailored to each client’s stated objectives and risk tolerance and reviewed at least quarterly. The firm may implement model portfolios and allocates to outside tactical managers when appropriate, monitoring those third‑party advisers on a regular basis. Prairie is notable for managing over $100 million for roughly 90 clients while operating with a single designated advisor, and for routinely working with non‑traditional investments — including real estate private placements, 1031/1035 exchanges, raw land, precious metals, and oil and gas interests — where it assists with due diligence, paperwork, and acts as a liaison with sponsors. The firm integrates life planning into its ongoing services rather than charging separately for that component, can effect third‑party wire transfers on client accounts, and generally does not vote client proxies.
To learn more about the advisors currently working at Prairie Investment Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Naperville, IL
| 24
|
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