Pr Wealth Management Group

Pr Wealth Management Group (CRD# 173711) is a financial advisory firm headquartered in East Moline, IL. They manage $40,838,115 in 460 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $88,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, IL

Financial Advisors at Pr Wealth Management Group
Showing 1 - 3 of 3 top financial advisors.
1
Steven R. Hale
CRD#: 2154138
990 Avenue Of The Cities, Suite 4, East Moline, IL 61244
96
Wealthminder
score

Steven Hale (CRD# 2154138) is an Investment Advisor Representative working at Pr Wealth Management Group in East Moline, IL and has over 25 years of experience in the finance industry. Steven Hale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David M. Perry
CRD#: 4529490
990 Avenue Of The Cities, Suite 4, East Moline, IL 61244
93
Wealthminder
score

David Perry (CRD# 4529490) is an Investment Advisor Representative working at Pr Wealth Management Group in East Moline, IL and has over 14 years of experience in the finance industry.

3
Joshua M. Robinson
CRD#: 4606425
990 Avenue Of The Cities, Suite 4, East Moline, IL 61244
93
Wealthminder
score

Joshua Robinson (CRD# 4606425) is an Investment Advisor Representative working at Pr Wealth Management Group in East Moline, IL and has over 12 years of experience in the finance industry.

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