PrairieView Partners

Prairie View Partners

Investment Management, 445 St Ste 2250, St Paul, Minnesota, 55101, United States, 11-50 Employees

prairieviewpartners.com

  • facebook
  • LinkedIn

phone no Phone Number: 65********

Who is PRAIRIEVIEW PARTNERS

PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities...

Read More

map
  • 445 Minnesota St Ste 2250, St Paul, Minnesota, 55101, United States Headquarters: 445 Minnesota St Ste 2250, St Paul, Minnesota, 55101, United States
  • 2008 Date Founded: 2008
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from PRAIRIEVIEW PARTNERS

PrairieView Partners Org Chart and Mapping

Employees

Ellan Howley

Planning & Operations Manager

Justin Bernacki

Client Services Coordinator

Brady Peat

Financial Planning Analyst

Noah Wolthuis

Associate Wealth Manager

Nolan Dietel

Financial Planning Analyst

Kelly Jordan

Client Service & Operations Manager

Amanda Parsons

Planning and Client Service Analyst

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding PrairieView Partners

Answer: PrairieView Partners's headquarters are located at 445 St Ste 2250, St Paul, Minnesota, 55101, United States

Answer: PrairieView Partners's phone number is 65********

Answer: PrairieView Partners's official website is https://prairieviewpartners.com

Answer: PrairieView Partners's revenue is $1 Million to $5 Million

Answer: PrairieView Partners's SIC: 6282

Answer: PrairieView Partners's NAICS: 523940

Answer: PrairieView Partners has 11-50 employees

Answer: PrairieView Partners is in Investment Management

Answer: PrairieView Partners contact info: Phone number: 65******** Website: https://prairieviewpartners.com

Answer: PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states. The founding partners established PrairieView Partners to fulfill a purpose that was not, in their view, being adequately met in the marketplace. Individuals with net worths between $2 million and $15 million their target market have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination. Providing highly personalized, unbiased, advice that is truly integrated across multiple disciplines is at the core of PrairieView Partners business philosophy. Their goal is to serve as the central point of communication for their clients to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.

Answer:

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access