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PRAIRIE WEALTH ADVISORS, INC.

OMAHA, NE · CRD 165266 · IAPD ↗ · 402-505-6810

$558.0MRegulatory AUM
10Advisory reps
12Employees
0Clients
51-100Planning clients
1Private funds
16States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — PRAIRIE WEALTH ADVISORS, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
July 2026 — PRAIRIE WEALTH ADVISORS, INC. grew from 4 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2026 — PRAIRIE WEALTH ADVISORS, INC. notice-filed in AZ, IL, MN, SC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — PRAIRIE WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($472.2M -> $558.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
April 2025 — PRAIRIE WEALTH ADVISORS, INC. notice-filed in CO, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — PRAIRIE WEALTH ADVISORS, INC. notice-filed in LA, NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2024 — PRAIRIE WEALTH ADVISORS, INC. now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
March 2024 — PRAIRIE WEALTH ADVISORS, INC. now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.