Prairiewood Wealth Management

Steven Nelson is a CFA® charterholder with 17 years of industry experience. He is a member of Prairiewood Wealth Management, where he has been affiliated since 2008 through Prairiewood Capital, LLC. Outside of his advisory role, Nelson is involved in freight bill factoring as a member of East Valley Capital, LLC, focusing on risk management and accounting. Prairiewood Wealth Management is a fee-only, fiduciary firm serving primarily individual and family clients with net worths typically between $1 million and $50 million. The firm employs a long-term, value-oriented investment approach using fundamental analysis and manages portfolios through individual equities, ETFs, and low-cost mutual funds, while also offering ancillary services such as tax preparation and payroll support for select clients.

Nathan Anderson is a financial advisor with Prairiewood Wealth Management in Fargo, ND. He holds the CFP® designation and Series 65 license, with seven years of industry experience. Prior to joining Prairiewood Capital, LLC in 2019, he worked five years at Deloitte & Touche LLP. Prairiewood Wealth Management is a fee-only fiduciary advisory firm serving primarily individual and family clients, offering wealth management that integrates financial planning, tax planning, and discretionary investment management. The firm employs a long-term, value-oriented approach focused on fundamental analysis and manages portfolios using individual equities, ETFs, and low-cost mutual funds.

Dylan Henry is a Series 65-licensed advisor at Prairiewood Wealth Management in Fargo, ND, with one year of experience in financial advising. Before joining Prairiewood, he worked five years at Eide Bailly and has held various roles in diverse industries. Prairiewood Wealth Management is a fee-only fiduciary firm that serves individual and family clients, typically with net worths between $1 million and $50 million, providing integrated wealth management through financial planning, tax planning, and discretionary investment management. The firm follows a long-term, value-oriented investment approach and offers additional services such as in-house tax preparation and payroll support for select clients.

Dustin Richter is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Prairiewood Wealth Management and previously worked at Starion Bank, Thoreson Steffes, and Wells Fargo in various roles spanning over a decade. Prairiewood Wealth Management is a fee-only fiduciary firm serving primarily individual and family clients, focusing on combining financial planning, tax planning, and discretionary investment management. The firm uses a long-term, value-oriented investment approach with a concentrated portfolio strategy and offers supplemental services such as tax preparation and payroll support for select clients.

Maxwell Mc Quillan is a financial advisor at Prairiewood Wealth Management in Fargo, ND, holding a Series 65 designation. He has one year of industry experience, having previously worked at Prime Numbers and Spectrum Aeromed. Prairiewood Wealth Management is a fee-only, fiduciary firm serving primarily individual and family clients with net worths between $1 million and $50 million. The firm employs a long-term, value-oriented investment approach combining financial planning, tax planning, and discretionary investment management, and offers supplemental services such as tax preparation and payroll support for select clients.

Parker Jacobs is a CFP® with three years of industry experience currently advising at Prairiewood Wealth Management. His prior work includes positions at Bell Bank and North Country Lawns. Prairiewood Wealth Management is a fee-only fiduciary firm serving primarily individual and family clients with net worths typically between $1 million and $50 million. The firm offers wealth management that integrates financial planning, tax planning, and discretionary investment management, employing a long-term, value-oriented investment approach with a focus on fundamental analysis and portfolio construction using individual equities, ETFs, and low-cost mutual funds.

Matthew Mc Intyre is a financial advisor at Prairiewood Wealth Management in Fargo, ND, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at LPL Financial LLC, Choice Financial, and EFS Group Wealth Management. Prairiewood Wealth Management is a fee-only fiduciary advisory firm serving primarily individual and family clients with net worths between $1 million and $50 million. The firm employs a long-term, value-oriented investment strategy with a focus on fundamental analysis and manages approximately $365 million in discretionary assets across a seven-advisor team.