A complete list of active advisors currently associated with Prairie Wealth Advisors, Inc.
Warmer can help you find a great advisor at Prairie Wealth Advisors, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Prairie Wealth Advisors, Inc., 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 |
|---|---|---|
Omaha, NE
| 0
| |
St. Augustine, FL
| 26
| |
Omaha, NE
| 6
| |
Lincoln, NE
| 39
| |
Omaha, NE
| 23
| |
Omaha, NE
| 4
| |
Omaha, NE
| 19
|
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