Managing Partner · Prairiewood Wealth Management
Steven M. Nelson
CRD 5629434 · Named on Form ADV at one SEC-registered adviser
At a glance
Prairiewood Wealth Management, an SEC-registered wealth manager based in Fargo, ND with $365 million in regulatory assets, lists Steven M. Nelson on its Form ADV as Managing Partner, a control person.
Firms and roles
- Prairiewood Wealth ManagementManaging PartnerWealth manager · Fargo, ND · $365M in regulatory assets
AtlasMembers
Steven’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Nathan M. AndersonChief Compliance Officer, Prairiewood Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.