Prairie Rivers Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$194,001,746
Clients
280
Advisors
3
of 5 employees
About
Prairie Rivers Investments serves high‑net‑worth and individual clients as well as institutions, charitable organizations, endowments, employer‑sponsored retirement plans, trusts and estates. The firm provides discretionary and non‑discretionary investment management, financial planning, retirement‑plan and endowment consulting, and facilitates access to third‑party manager programs and a proprietary wrap fee program.
The firm follows a goals‑based, long‑term investment approach that combines an actively managed mutual‑fund core with low‑cost index ETFs and periodic rebalancing, using the Nitrogen tool to quantify client risk profiles. Prairie Rivers supplements its advisory process with third‑party platforms (ORION) and an AI meeting‑documentation tool, and uses a documented temporary allocation for newly funded accounts prior to completion of suitability and portfolio selection.
Compared with many peers, Prairie Rivers both sponsors a wrap fee program and serves other registered investment adviser clients — services that are relatively uncommon among supported firms. It manages roughly $249 million for about 280 clients with a small advisory team and offers a range of services from household wealth planning to family‑office and institutional consulting while documenting vendor security and opt‑out options for AI use.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $500 to $25,000; employer sponsored retirement plan consulting fixed fees range from $5,000 to $35,000 or more; endowment consulting fixed fees range from $2,000 to $20,000 or more; long term care planning fixed fees range from $300 to $1,000 or more.
$0+: Up to 1.50% annually Any cash equivalents, money market funds, certificates of deposit+: 0.15% annually
Commissions may be earned by certain IARs who are registered representatives of a broker-dealer or act as insurance agents; fees may be reduced proportionately by commissions earned.
Up to $400 per hour for financial planning; up to $500 per hour for employer sponsored retirement plan consulting; up to $400 per hour for endowment consulting; up to $150 per hour for long term care planning; hourly consulting fees negotiated case-by-case.
Account minimum: $100,000
Main office
1507 West Main St.
Robinson IL 62454
Advisors at this office
3
Most active in
California · Florida · Illinois · Indiana · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ryan K
Series 66
Robinson, IL
Prairie Rivers Investments, LLC
Ryan Keen is a financial advisor with Prairie Rivers Investments, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Prairie Rivers Investments since 2017 and previously held positions at Securities America, Inc. and SSN Advisory Inc. Outside of his advisory work, he operates a hobby farm and a woodworking shop where he takes selective commissions for furniture and household items. Prairie Rivers Investments serves high-net-worth and individual clients, as well as institutions, charitable organizations, and retirement plans. The firm employs a goals-based, long-term investment strategy combining actively managed mutual funds with low-cost index ETFs and uses technology tools such as Nitrogen and ORION to support portfolio management and client risk assessment.
Patrick K
Series 63, Series 66
Robinson, IL
Prairie Rivers Investments, LLC
Patrick Keen is a financial advisor at Prairie Rivers Investments, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prairie Rivers since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of advisory work, he is also involved in insurance-related activities including life, fixed and indexed annuities, and long-term care. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a goals-based, long-term buy-and-hold investment approach, incorporating institutional mutual funds, ETFs, individual securities, and third-party manager selection, and offers tiered service levels including family office and trust consulting.
Kyle D
Series 66
Robinson, IL
Prairie Rivers Investments, LLC
Kyle Dishong is a financial advisor with Prairie Rivers Investments, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms, including Securities America, Inc., and SSN Advisory Inc. Outside of his advisory work, he serves on the board of directors and as board treasurer for the Crawford County Leadership Alliance, a nonprofit organization focused on community leadership development. Prairie Rivers Investments serves high-net-worth individuals, institutions, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management along with financial planning and consulting services. The firm employs a goals-based, long-term investment approach that integrates actively managed mutual funds with low-cost index ETFs and uses proprietary tools to tailor client risk profiles.
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