Prairieview Partners, LLC

Prairieview Partners, LLC (CRD# 145743) is a financial advisory firm headquartered in Saint Paul, MN. They manage $381,267,000 in 246 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $1,549,866
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, MN, TX, WI

Financial Advisors at Prairieview Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert N. Aylin III
CRD#: 2855413
413 Wacouta St., Suite 300, Saint Paul, MN 55101
98
Wealthminder
score

Robert Aylin Iii (CRD# 2855413) is a Partner and Wealth Advisor working at Prairieview Partners, LLC in Saint Paul, MN and has over 19 years of experience in the financial planning industry.

2
Kristy M. Schaffer
CRD#: 4194883
413 Wacouta St., Suite 300, Saint Paul, MN 55101
96
Wealthminder
score

Kristy Schaffer (CRD# 4194883) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has over 16 years of experience in the finance industry. Kristy Schaffer 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.

3
Matthew J. Weier
CRD#: 4672338
413 Wacouta St., Suite 300, Saint Paul, MN 55101
96
Wealthminder
score

Matthew Weier (CRD# 4672338) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has over 13 years of experience in the finance industry. Matthew Weier 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.

4
Thomas M. Irwin
CRD#: 4021672
413 Wacouta St., Suite 300, Saint Paul, MN 55101
90
Wealthminder
score

Thomas Irwin (CRD# 4021672) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has 1 year of experience in the finance industry. Thomas Irwin 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.

5
Jonathan M. Jaranson
CRD#: 4021657
413 Wacouta St., Suite 300, Saint Paul, MN 55101
87
Wealthminder
score

Jonathan Jaranson (CRD# 4021657) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has 1 year of experience in the finance industry.

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