Prairie Wealth Advisors, Inc. logo

Prairie Wealth Advisors, Inc.

Updated today

Client assets under management

$509,034,973

Clients

370

27% high-net-worth

Advisors

4

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

93

High

Average account size

$1,375,770

About

Prairie Wealth Advisors advises individual and high‑net‑worth clients, trusts, employee benefit plans and pooled vehicles, offering comprehensive portfolio management, asset management, financial planning, and pension consulting. The firm manages accounts on both discretionary and non‑discretionary bases and may engage independent third‑party managers to implement portions of client portfolios.

Investment strategies are implemented using a mix of ETFs, mutual funds, individual stocks and bonds, options and other public and private securities, with accounts reviewed at least quarterly and rebalanced as appropriate; clients may request reasonable restrictions on holdings. The brochure notes the firm may permit borrowing in separately managed accounts and uses tools such as an eMoney planning platform to support financial planning and aggregation of client accounts.

What distinguishes the firm from many peers is its role as a private fund adviser: Prairie Wealth Advisors sponsored Nebraska Digital Mining I, LLC, a pooled vehicle that invested primarily in BitCorn, LLC (the fund is disclosed as closed to new investors and the firm disclosed a prior ownership interest transferred to a principal‑controlled entity). The firm also discloses recommending other private placements (for example, FUNL Events, Inc.) and receiving custodial transition support from a custodian, arrangements the firm identifies as potential conflicts to consider when evaluating its recommendations.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Options & derivatives strategies Retirement income strategy

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees from $1,000 to $10,000 for financial planning; flat fees $5,000 to $50,000 for pension consulting; annual flat fee option between 0.50% and 1.25% for portfolio management services

Percentage

$0 - $500,000: 1.75% (Comprehensive Portfolio Management) $500,001 - $1,000,000: 1.50% (Comprehensive Portfolio Management) $1,000,001 - $3,000,000: 1.25% (Comprehensive Portfolio Management) Over $3,000,000 - Negotiable: Negotiable (Comprehensive Portfolio Management) $0 - $500,000: 1.50% (Asset Management) $500,001 - $1,000,000: 1.25% (Asset Management) $1,000,001 - $3,000,000: 1.00% (Asset Management) Over $3,000,000 - Negotiable: Negotiable (Asset Management) $0 - $500,000: 0.75% (Pension Consulting) $500,001 - $1,000,000: 0.65% (Pension Consulting) $1,000,001 - $3,000,000: 0.55% (Pension Consulting) Over $3,000,000 - Negotiable: Negotiable (Pension Consulting)

Project-based

$250 per hour for financial planning and pension consulting

Other

Minimum fee: Minimum fee of $1,000 for written financial plans, may be negotiable Fee-only: Financial planning and consulting charged hourly at $250/hour or flat fees ranging $1,000 to $10,000; Pension consulting also charged hourly at $250/hour or flat fees $5,000 to $50,000

Main office location

Prairie Wealth Advisors, Inc.

10250 Regency Circle, Suite 115

Omaha NE 68114, United States

Number of offices

4

Most active in

Arizona · California · Colorado · Florida · Illinois · Iowa · Kansas · Louisiana · Minnesota · Missouri · Nebraska · New Hampshire · South Carolina · South Dakota · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kimberly B

Series 65

Omaha, NE

Prairie Wealth Advisors, Inc.

Kimberly Baker is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, holding a Series 65 designation. She has been in the industry since 2019, with prior experience at Dorhout Retirement Services and Bank of the West. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm provides portfolio and asset management, financial planning, and pension consulting with tailored investment strategies and continuous account supervision.

Private / alternative investments Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive
user avatar

Paula D

Series 63, Series 65, Series 66

St. Augustine, FL

Prairie Wealth Advisors, Inc.

Paula Deitering is a financial advisor at Prairie Wealth Advisors, Inc. in St. Augustine, FL, with 25 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Prairie Wealth Advisors since 2014. Outside of her advisory role, she serves on the board of the Bellevue Senior Center Endowment Fund, where she participates in fund management and event volunteering. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and consulting, using a tailored investment approach that includes ETFs, mutual funds, equities, bonds, options, and third-party managers, with regular account reviews and a flexible trading strategy.

Private / alternative investments Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive
user avatar

Aaron H

Series 63, Series 65

Omaha, NE

Prairie Wealth Advisors, Inc.

Aaron Homan is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC and FBL Financial Group. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm offers portfolio and asset management, financial planning, pension consulting, and investment management for privately offered pooled vehicles, using a range of investment strategies and periodic account reviews.

Private / alternative investments Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive
user avatar

Craig H

Series 63, Series 65

Lincoln, NE

Prairie Wealth Advisors, Inc.

Craig Hundt Sr. is a financial advisor at Prairie Wealth Advisors, Inc. in Lincoln, NE, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prairie Wealth Advisors since 2012, following nine years at Purshe Kaplan Sterling Investments. Hundt also serves as treasurer for the Nebraska Big Game Society, a nonprofit organization. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm offers comprehensive portfolio and asset management, financial planning, and pension consulting, with an investment approach that includes ETFs, mutual funds, individual equities and bonds, options, and both fundamental and technical analysis.

Private / alternative investments Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive
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