Financial ADVSR advisor directory · SEC adviser records
Prairiewood Wealth Management financial advisors in Fargo, ND
Every SEC-registered investment adviser representative at a Prairiewood Wealth Management office in Fargo, A to Z.
The short answer
7 registered advisors work at Prairiewood Wealth Management in Fargo, out of 7 at the firm nationwide; it ranks number 12 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Prairiewood Wealth Management advisors in Fargo, A to Z
Every Prairiewood Wealth Management advisor →- Nathan M. AndersonCertified Financial Planner
- Dylan L. HenryInvestment adviser rep
- Parker A. JacobsCertified Financial Planner
- Matthew J. McIntyreInvestment adviser rep
- Maxwell M. McQuillanInvestment adviser rep
- Steven M. NelsonChartered Financial Analyst
- Dustin M. RichterCertified Financial Planner
Prairiewood Wealth Management advisors in every city and state →Prairiewood Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Fargo
All Fargo advisors →LPL Financial LLC 43Edward Jones 30Ameriprise Financial Services, LLC 15Thrivent Investment Management Inc. 15Raymond James Financial Services Advisors, Inc. 13Merrill Lynch, Pierce, Fenner & Smith Incorporated 11MML Investors Services, LLC 9Cetera Investment Advisers LLC 8Morgan Stanley 8Osaic Wealth, Inc. 8RBC Capital Markets, LLC 8UBS Financial Services Inc. 7
Questions
How many financial advisors does Prairiewood Wealth Management have in Fargo?
7 investment adviser representatives are registered at Prairiewood Wealth Management offices in Fargo, North Dakota, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Prairiewood Wealth Management one of the largest advisor employers in Fargo?
Prairiewood Wealth Management ranks number 12 in Fargo by registered advisors; LPL Financial LLC has the most, with 43.
How do I check a Prairiewood Wealth Management advisor in Fargo?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Prairiewood Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.