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PRAIRIEVIEW WEALTH PARTNERS, LLC
PRAIRIEVIEW WEALTH PARTNERS, LLC
ORLAND PARK, Illinois
·
1 registered advisor
·
CRD# 327974
SEC# 801-128680
2
708-326-4750
01
Firm Overview
AUM
$135M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PRAIRIEVIEW WEALTH PARTNERS, LLC
1 registered advisor
Timothy Allen Regan
ORLAND PARK, Illinois
CRD# 2812034
05
Office Locations
ORLAND PARK, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. PRAIRIEVIEW WEALTH PARTNERS, LLC (CRD# 327974) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.