Advisor at Prairie Rivers Investments, LLC
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 Rivers Investments, LLC
Location
Robinson, IL 62454
Credentials
Series 66
Industry experience
13 years
Financial planning fixed fees ranging from $500 to $25,000; Employer Sponsored Plan consulting fixed fees $5,000 to $35,000; Endowment consulting fixed fees $2,000 to $20,000; Long Term Care planning fixed fees $300 to $1,000.
$0+: Up to 1.50% annually (maximum) for assets under management; fees may be negotiated and vary based on account size, complexity, and services selected $0+: 0.15% annual fee on certificates of deposit (CDs)
Financial planning hourly rate up to $400 per hour; consulting hourly rate up to $500 per hour; Long Term Care planning hourly rate up to $150 per hour.
Account minimum: $100,000 Fee-only: Financial planning fees: fixed fees ranging from $500 to $25,000; hourly fees up to $400 per hour. Consulting fees: hourly up to $500 per hour or fixed fees depending on service.
Private Client Services
2023 - Present (3 years)
Securities America, inc.
2020 - 2023 (3 years)
Prairie Rivers Investments, LLC
2017 - Present (9 years)
SSN Advisory Inc
2013 - 2020 (7 years)
Securities Service network
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
Robinson, IL
Edward Jones
Series 66
Robinson, IL
Edward Jones
Series 66
Robinson, IL
Edward Jones
Series 63, Series 66
Robinson, IL
Prairie Rivers Investments, LLC
Series 66
Robinson, IL
Prairie Rivers Investments, LLC
Series 63, Series 65
Robinson, IL
KCPAG Financial Advisors LLC
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