Prairiewood Wealth Management

Prairiewood Wealth Management (CRD# 149007) is a financial advisory firm headquartered in Fargo, ND. They manage $55,356,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $651,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based 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.

MN, ND

Financial Advisors at Prairiewood Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Steven M. Nelson
CRD#: 5629434
4627 44th Avenue S, Suite 106, Fargo, ND 58104
90
Wealthminder
score

Steven Nelson (CRD# 5629434) is an Investment Advisor Representative working at Prairiewood Wealth Management in Fargo, ND and has 1 year of experience in the finance industry.

2
Jerome M. Kensok
CRD#: 2963250
5012 53rd Street S, Suite D3, Fargo, ND 58104
76
Wealthminder
score

Jerome Kensok (CRD# 2963250) is an Investment Advisor Representative working at Prairiewood Wealth Management in Fargo, ND and has over 19 years of experience in the finance industry. Jerome Kensok 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.

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