Aaron Homan
Advisor at Prairie Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Prairie Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prairie Wealth Advisors, Inc.
Location
Omaha, NE 68114
Credentials
Series 63, Series 65
Industry experience
6 years
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.
Based on Prairie Wealth Advisors, Inc.
Based on Prairie Wealth Advisors, Inc.
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
$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)
$250 per hour for financial planning and pension consulting
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
10250 Regency Circle, Suite 115
Omaha, NE 68114
Nebraska
Prairie Wealth Advisors, Inc.
2023 - Present (3 years)
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2022 - 2023 (1 year)
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2022 - 2022 (1 year)
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2022 - 2022 (1 year)
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2022 - 2022 (1 year)
Northwestern Mutual Investment Services LLC
2017 - 2022 (5 years)
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2017 - 2022 (5 years)
Thomas Beebe
2017 - 2017 (1 year)
MassMutual
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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