Prairieview Wealth Partners, LLC

Prairieview Wealth Partners, LLC (CRD# 327974) is a financial advisory firm headquartered in Orland Park, IL. They manage $134,935,711 in 668 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
18331 Distinctive Park Drive, Orland Park, IL 60467
https://www.linkedin.com/company/prairieview-wealth-partners/
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    668
    ACCOUNTS
  • Average Account Value
    $202,000
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, TX, WI

Financial Advisors at Prairieview Wealth Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy Regan, financial advisor Orland Park IL
Timothy A. Regan
CRD#: 2812034
18331 Distinctive Park Drive, Orland Park, IL 60467

Timothy Regan (CRD# 2812034) is an Investment Advisor Representative working at Prairieview Wealth Partners, LLC in Orland Park, IL and has over 27 years of experience in the finance industry.

2
Kaitlyn Hedger, financial advisor Orland Park IL
Kaitlyn Hedger
CRD#: 7064953
18331 Distinctive Park Drive, Orland Park, IL 60467

Kaitlyn Hedger (CRD# 7064953) is an Investment Advisor Representative working at Prairieview Wealth Partners, LLC in Orland Park, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals