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Aaron Homan

Advisor at Prairie Wealth Advisors, Inc.

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Firm

Prairie Wealth Advisors, Inc.

Location

Omaha, NE 68114

Credentials

Series 63, Series 65

Industry experience

6 years

About

Aaron Homan is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC and FBL Financial Group. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm offers portfolio and asset management, financial planning, pension consulting, and investment management for privately offered pooled vehicles, using a range of investment strategies and periodic account reviews.

Client services

Based on Prairie Wealth Advisors, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on Prairie Wealth Advisors, Inc.

Private / alternative investments Options & derivatives strategies Retirement income strategy

Occupation focus

Based on Prairie Wealth Advisors, Inc.

Founder/Business Owner Executive

Fee options

Fixed

Flat fees from $1,000 to $10,000 for financial planning; flat fees $5,000 to $50,000 for pension consulting; annual flat fee option between 0.50% and 1.25% for portfolio management services

Percentage

$0 - $500,000: 1.75% (Comprehensive Portfolio Management) $500,001 - $1,000,000: 1.50% (Comprehensive Portfolio Management) $1,000,001 - $3,000,000: 1.25% (Comprehensive Portfolio Management) Over $3,000,000 - Negotiable: Negotiable (Comprehensive Portfolio Management) $0 - $500,000: 1.50% (Asset Management) $500,001 - $1,000,000: 1.25% (Asset Management) $1,000,001 - $3,000,000: 1.00% (Asset Management) Over $3,000,000 - Negotiable: Negotiable (Asset Management) $0 - $500,000: 0.75% (Pension Consulting) $500,001 - $1,000,000: 0.65% (Pension Consulting) $1,000,001 - $3,000,000: 0.55% (Pension Consulting) Over $3,000,000 - Negotiable: Negotiable (Pension Consulting)

Project-based

$250 per hour for financial planning and pension consulting

Other

Minimum fee: Minimum fee of $1,000 for written financial plans, may be negotiable Fee-only: Financial planning and consulting charged hourly at $250/hour or flat fees ranging $1,000 to $10,000; Pension consulting also charged hourly at $250/hour or flat fees $5,000 to $50,000

Location

10250 Regency Circle, Suite 115

Omaha, NE 68114

Most active in

Nebraska

Work history

Prairie Wealth Advisors, Inc.

2023 - Present (3 years)

88 Tactical

2022 - 2023 (1 year)

Comfed Concrete

2022 - 2022 (1 year)

FBL Financial Group

2022 - 2022 (1 year)

FBL Marketing Services, LLC

2022 - 2022 (1 year)

Northwestern Mutual Investment Services LLC

2017 - 2022 (5 years)

Thomas Beebe

2017 - 2022 (5 years)

Thomas Beebe

2017 - 2017 (1 year)

MassMutual

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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