Advisor at Prairie Wealth Advisors, Inc.
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Firm
Prairie Wealth Advisors, Inc.
Location
Lincoln, NE 68510-2647
Credentials
Series 63, Series 65
Industry experience
39 years
Craig Hundt Sr. is a financial advisor at Prairie Wealth Advisors, Inc. in Lincoln, NE, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prairie Wealth Advisors since 2012, following nine years at Purshe Kaplan Sterling Investments. Hundt also serves as treasurer for the Nebraska Big Game Society, a nonprofit organization. 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 comprehensive portfolio and asset management, financial planning, and pension consulting, with an investment approach that includes ETFs, mutual funds, individual equities and bonds, options, and both fundamental and technical analysis.
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
8101 O Street, Suite 200
Lincoln, NE 68510-2647
Nebraska
Prairie Wealth Advisors, Inc.
2012 - Present (14 years)
Purshe kaplan Sterling Investments
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
Lincoln, NE
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