Prairieview Partners, LLC
Prairieview Partners, LLC (CRD# 145743) is a financial advisory firm headquartered in Saint Paul, MN. They manage $891,829,965 in 402 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management892MILLION
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Total Number of Accounts402ACCOUNTS
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Average Account Value$2,218,483
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, LA, MN, TX, WA, WI
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.
Ellan Howley (CRD# 6214007) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has 1 year of experience in the finance industry. Ellan Howley 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.
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.
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. Jonathan Jaranson 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.
Mark Moors (CRD# 4763046) is an Investment Advisor Representative working at Prairieview Partners, LLC in Northfield, MN and has over 3 years of experience in the finance industry.
Luke Murray (CRD# 6288143) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has 1 year of experience in the finance industry. Luke Murray 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.
Paula Price (CRD# 7084001) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has 1 year of experience in the finance industry. Paula Price 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.
Kristy Schaffer (CRD# 4194883) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has over 22 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.
Matthew Weier (CRD# 4672338) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has over 18 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.
Teresa Bird (CRD# 7512675) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has 1 year of experience in the finance industry. Teresa Bird 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.