A complete list of active advisors currently associated with Prairie View Wealth Partners LLC
Warmer can help you find a great advisor at Prairie View Wealth Partners LLC or one who fits your needs even better.
Prairie View Wealth Partners LLC is a newly formed SEC-registered investment adviser that offers discretionary wealth management, investment management and comprehensive financial planning to individuals, high net worth clients, institutions, trusts and estates. As of its initial ADV filing the firm has not reported client accounts or assets under management, so it has not yet established ongoing relationships with typical individual or high-net-worth clients. The firm uses fundamental analysis and a generally long-term orientation to construct portfolios that emphasize low-cost, diversified mutual funds and exchange-traded funds while retaining the flexibility to include individual stocks, bonds, cash positions, and shorter-term trades for rebalancing or tax-management purposes. Investment management is provided on a discretionary basis and is integrated with planning services addressing retirement, tax and estate considerations. Distinctive features include leadership with institutional bank and family-office experience and professional credentials (CFA and CPA/PFS) that support tax-aware and family-office style advisory capabilities. The firm also discloses an institutional relationship with its recommended custodian that provides research, technology and financial support during the firm’s launch, an arrangement the firm acknowledges as a potential conflict it considered when selecting the custodian.
To learn more about the advisors currently working at Prairie View Wealth Partners 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 |
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Sioux Falls, SD
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Sioux Falls, SD
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