PRAIRIE WEALTH ADVISORS, INC.

Adviser information for PRAIRIE WEALTH ADVISORS, INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Nebraska, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,145 $374.9M
Non-Discretionary 11 $63.5M
Total 1,156 $438.4M

Clients

Type Number RAUM
Individuals 351 $81.7M
HNW Individuals 76 $347.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 5 $6.6M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 5 $2.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting services
Compensation % of AUMHourly chargesFixed feesCOMPENSATION FROM OWNERSHIP IN BITCORN, LLC.

Identifiers

SEC RIA File Number 801-77062
SEC ERA File Number 801-77062
SEC CIK Numbers 2022783
SEC CRD Numbers 165266
Legal Entity Identifier None

Principal Office

10250 REGENCY CIRCLE
SUITE 115
OMAHA
NE
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 402-505-6810, Fax: 402-505-8765

Chief Compliance Officer

JOSHUA VANDENBERG
CHIEF COMPLIANCE OFFICER
10250 REGENCY CIRCLE
SUITE 115
OMAHA
NE
United States
Tel: 402-505-6810
Fax: 402-505-8765
(Full email address available in API data)

Regulatory Contact

CRAIG HUNDT
PRESIDENT
8101 O STREET
SUITE 200
LINCOLN
NE
United States
Tel: 402-488-4477
Fax: 402-488-4454
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
NEBRASKA DIGITAL MINING I, LLC Private Equity Fund $0.0M $0.0M 1

Control Persons

Name Type Entity Title Since Ownership
HUNDT, CRAIG, DOUGLAS Individual PRESIDENT 08/2012 > 75%
Hundt, Vicky Individual DIRECTOR, BOARD OF DIRECTORS 01/2015 < 5%
VANDENBERG, JOSHUA, ADAM Individual CHIEF COMPLIANCE OFFICER 01/2018 < 5%

No. Employees, Historic

10502020202120222023202420259 on 3/25/20209 on 6/23/20209 on 12/17/202010 on 3/15/202110 on 4/14/202110 on 6/7/20217 on 3/3/20228 on 2/23/20238 on 2/15/20248 on 3/26/2024

RAUM, Historic

500M250M0202020212022202320242025278654073 on 3/25/2020278654073 on 6/23/2020278654073 on 12/17/2020350743211 on 3/15/2021350743211 on 4/14/2021350743211 on 6/7/2021398354275 on 3/3/2022421610671 on 2/23/2023438373210 on 2/15/2024438373210 on 3/26/2024

No. Clients, Historic

5002500202020212022202320242025339 on 3/25/2020339 on 6/23/2020339 on 12/17/2020368 on 3/15/2021368 on 4/14/2021368 on 6/7/2021405 on 3/3/2022431 on 2/23/2023437 on 2/15/2024437 on 3/26/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 364K 4K
ABBOTT LABS COM 206K 2K
ABBVIE INC COM 393K 2K
ADOBE INC COM 1M 2K
ADVANCED MICRO DEVICES INC COM 720K 4K
ALPHABET INC CAP STK CL C 4M 19K
AMAZON COM INC COM 8M 41K
AMERICAN ELEC PWR CO INC COM 294K 3K
AMGEN INC COM 587K 2K
AMPLIFY ETF TR AMPLIFY CYBERSEC 870K 13K
AMPLIFY ETF TR AMPLIFY MOBILE P 261K 6K
AON PLC SHS CL A 401K 1K
APPLE INC COM 4M 18K
ARISTA NETWORKS INC COM 878K 3K
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K
BLACKROCK ENHANCED EQUITY DI COM 137K 17K
BLACKROCK UTILS INFRASTRUCTU COM 1M 52K
BLACKSTONE SECD LENDING FD COMMON STOCK 4M 137K
BLOCK INC CL A 479K 7K
BROADCOM INC COM 1M 723
CALAMOS GBL DYN INCOME FUND COM 110K 16K
CALAMOS GLOBAL TOTAL RETURN COM SH BEN INT 789K 71K
CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 2M 103K
CARRIER GLOBAL CORPORATION COM 236K 4K
CASEYS GEN STORES INC COM 2M 5K
CHEVRON CORP NEW COM 737K 5K
CHIPOTLE MEXICAN GRILL INC COM 431K 7K
CISCO SYS INC COM 1M 21K
COCA COLA CO COM 455K 7K
COINBASE GLOBAL INC COM CL A 517K 2K
CONSTELLATION BRANDS INC CL A 1M 5K
COSTCO WHSL CORP NEW COM 1M 1K
CYBIN INC COM 41K 150K
DANAHER CORPORATION COM 847K 3K
DEERE & CO COM 273K 729
DISNEY WALT CO COM 366K 4K
DOCUSIGN INC COM 517K 10K
ELEVANCE HEALTH INC COM 214K 395
ELI LILLY & CO COM 6M 7K
ENERGY TRANSFER L P COM UT LTD PTN 454K 28K
ETFIS SER TR I INFRAC ACT MLP 425K 10K
EXXON MOBIL CORP COM 313K 3K
FEDEX CORP COM 877K 3K
FIDELITY COVINGTON TRUST CONSMR STAPLES 444K 9K
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 439K 6K
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 602K 14K
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 744K 30K
FIDELITY COVINGTON TRUST MSCI INDL INDX 440K 7K
FIDELITY COVINGTON TRUST MSCI INFO TECH I 633K 4K
FIDELITY COVINGTON TRUST PFD SECS INCOME 262K 12K
FIDELITY COVINGTON TRUST SUSTAINABLE HIGH 308K 7K
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 478K 5K
FIRST TR EXCHANGE-TRADED FD WTR ETF 765K 8K
FLAHERTY & CRUMRINE PFD SECS COM 185K 13K
GLOBAL X FDS INTERNET OF THNG 254K 7K
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 1M 22K
HCA HEALTHCARE INC COM 204K 635
HENRY SCHEIN INC COM 320K 5K
HOME DEPOT INC COM 755K 2K
HONEYWELL INTL INC COM 642K 3K
ILLINOIS TOOL WKS INC COM 387K 2K
INNOVATOR ETFS TRUST EMRGNG MKT APRIL 261K 10K
INNOVATOR ETFS TRUST INTRNL DEV APRL 389K 14K
INNOVATOR ETFS TRUST GRWT100 PWR BF 968K 20K
INNOVATOR ETFS TRUST US SML CP PWR ET 780K 25K
INNOVATOR ETFS TRUST US EQT PWR BUF 3M 100K
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 40K
INNOVATOR ETFS TRUST EMERGING MKT PWR 344K 14K
INNOVATOR ETFS TRUST GRWT100 PWR BUF 1M 29K
INNOVATOR ETFS TRUST US EQTY ULTRA B 726K 21K
INTERPUBLIC GROUP COS INC COM 392K 13K
INTUIT COM 517K 786
INTUITIVE SURGICAL INC COM NEW 714K 2K
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 225K 5K
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 291K 4K
INVESCO EXCH TRADED FD TR II KBW HIG DV YLD 197K 13K
INVESCO QQQ TR UNIT SER 1 212K 441
ISHARES GOLD TR ISHARES NEW 5M 114K
ISHARES TR US AER DEF ETF 1M 11K
ISHARES TR PFD AND INCM SEC 1M 34K
ISHARES TR US HOME CONS ETF 639K 6K
ISHARES TR ISHARES BIOTECH 242K 2K
ISHARES TR 0-5 YR TIPS ETF 2M 18K
ISHARES TR CORE S&P500 ETF 1M 2K
ISHARES TR ESG AWR MSCI USA 441K 4K
ISHARES TR EAFE GRWTH ETF 247K 2K
ISHARES TR RUSSELL 2000 ETF 620K 3K
ISHARES TR RUS MD CP GR ETF 264K 2K
ISHARES TR RUS MID CAP ETF 321K 4K
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 2M 31K
JOHNSON & JOHNSON COM 427K 3K
JPMORGAN CHASE & CO. COM 217K 1K
JUNIPER NETWORKS INC COM 389K 11K
KIMBERLY-CLARK CORP COM 364K 3K
LINDSAY CORP COM 47M 384K
LOWES COS INC COM 261K 1K
MCDONALDS CORP COM 876K 3K
MERCADOLIBRE INC COM 1M 816
META PLATFORMS INC CL A 1M 2K
MICRON TECHNOLOGY INC COM 309K 2K
MICROSOFT CORP COM 3M 6K
MORGAN STANLEY COM NEW 255K 3K
NETFLIX INC COM 725K 1K
NEXTERA ENERGY INC COM 825K 12K
NORTHROP GRUMMAN CORP COM 2M 3K
NOVO-NORDISK A S ADR 249K 2K
NUCOR CORP COM 323K 2K
NUVEEN PFD & INCOME OPPORTUN COM 249K 33K
NVIDIA CORPORATION COM 19M 158K
OWENS CORNING NEW COM 226K 1K
PALANTIR TECHNOLOGIES INC CL A 274K 11K
PALO ALTO NETWORKS INC COM 278K 819
PAYPAL HLDGS INC COM 531K 9K
PEPSICO INC COM 524K 3K
PROCTER AND GAMBLE CO COM 569K 3K
REPUBLIC SVCS INC COM 669K 3K
RTX CORPORATION COM 387K 4K
SEA LTD SPONSORD ADS 334K 5K
SHOPIFY INC CL A 3M 43K
SPDR GOLD TR GOLD SHS 8M 39K
SPDR SER TR AEROSPACE DEF 244K 2K
SPDR SER TR S&P BIOTECH 613K 7K
SPDR SER TR S&P OILGAS EXP 347K 2K
STARBUCKS CORP COM 375K 5K
STONECO LTD COM CL A 851K 71K
SUPER MICRO COMPUTER INC COM 920K 1K
TARGET CORP COM 1M 7K
TESLA INC COM 758K 4K
UNITEDHEALTH GROUP INC COM 2M 3K
VANECK ETF TRUST SEMICONDUCTR ETF 2M 9K
VANECK ETF TRUST URANIUM AND NUCL 296K 4K
VANGUARD BD INDEX FDS VANGUARD ULTRA 347K 7K
VANGUARD INDEX FDS S&P 500 ETF SHS 376K 752
VANGUARD INDEX FDS TOTAL STK MKT 657K 2K
VANGUARD INDEX FDS MID CAP ETF 256K 1K
VANGUARD WHITEHALL FDS HIGH DIV YLD 299K 3K
VERISIGN INC COM 1M 8K
VISA INC COM CL A 2M 6K
WALMART INC COM 664K 10K
WASTE MGMT INC DEL COM 368K 2K
WESCO INTL INC COM 208K 1K
WISDOMTREE TR US MIDCAP DIVID 462K 10K
ZOOM VIDEO COMMUNICATIONS IN CL A 267K 5K