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Omaha, NE Office

Team
Updated today

Client AUM

$509,034,973

Clients

370

Advisors

6

Of 9 advisors across 4 offices

Location

10250 Regency Circle, Suite 115

Omaha NE 68114

Advisors at this office

6

Advisors at this office

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Timothy M

CFP®, Series 66

Omaha, NE

Prairie Wealth Advisors, Inc.

Timothy Mcewen is a CFP® and Series 66-credentialed advisor at Prairie Wealth Advisors, Inc. with 23 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and UBS Financial Services Inc. He serves on the board of Matt Talbot Kitchen & Outreach, a nonprofit supporting Lincoln's underserved and homeless populations, and is involved with Junior Achievement, a charitable organization promoting financial education. Prairie Wealth Advisors, Inc. is a team-based registered investment adviser managing approximately $558 million in client assets for individuals and high-net-worth clients. The firm offers comprehensive portfolio management, financial planning, and pension consulting through tailored portfolios and utilizes independent managers and digital tools.

Private / alternative investments
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Brooke W

Series 63, Series 65

Omaha, NE

Prairie Wealth Advisors, Inc.

Brooke Wimes is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, with 19 years of industry experience. She previously worked at RBC Capital Markets, LLC for 10 years and UBS Financial Services Inc. for 8 years. Prairie Wealth Advisors is a team-based registered investment adviser managing approximately $558 million in client assets. The firm serves individuals and high-net-worth clients with portfolio and asset management, financial planning, and pension consulting, employing tailored portfolios and formal quarterly reviews.

Private / alternative investments
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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
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Caleb F

Series 65

Omaha, NE

Prairie Wealth Advisors, Inc.

Caleb Friendt is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Union Bank and Trust and positions at the University of Nebraska - Lincoln and Southeast Community College. Prairie Wealth Advisors is a team-based registered investment adviser managing approximately $558 million in client assets. The firm serves individuals and high-net-worth clients through comprehensive portfolio and asset management, financial planning, consulting, and pension consulting, utilizing tailored portfolios and a mix of investment vehicles including ETFs, mutual funds, individual stocks, and bonds.

Private / alternative investments
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Jon M

Series 66

Omaha, NE

Prairie Wealth Advisors, Inc.

Jon Mc Grew is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, holding a Series 66 designation with five years of industry experience. Prior to joining Prairie Wealth Advisors in 2026, he worked at RBC Capital Markets, LLC for five years and spent over two decades at Voss Electric. He serves as president of the Fox Hollow First Addition Neighborhood Association and is a board member of the Michael and Sara Voss Foundation. Prairie Wealth Advisors is a team-based registered investment adviser managing approximately $558 million in client assets, serving individuals and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm offers tailored portfolios using ETFs, mutual funds, stocks, and bonds, with formal quarterly reviews and the use of independent managers and digital tools.

Private / alternative investments
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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
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