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. |
Principal Office
10250 REGENCY CIRCLESUITE 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
J**********@************************M
(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
C*****@************************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |