Prairieview Partners, Llc

EST. AUM
$1,094,927,269

CONTACTS
3

CLIENT ACCOUNTS
462

Firm Details

Metro area Minneapolis
CRD Number 145743
Website prairieviewpartners.com
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Overview

PrairieView consists of a team of experts with substantial experience and education in each of the separate areas of wealth planning. Their team includes Certified Financial Planners (CFP®), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA), and an Estate Planning Attorney. As a team, they are dedicated to providing superior, integrated wealth planning services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Prairieview Partners, Llc

Platform Details

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