Prairie Sky Financial Group

Wealth Management Firm in Westchester, IL

Firm Info
Address: 2205 Enterprise Dr #515, Westchester, IL 60154, USA
Phone: (847) 512-8820

Firm Size
Assets Under Management: $284 million
# of Advisors: 3
# of Clients: 650
Client to Advisor Ratio: 217:1
Average Account Size: $436,919
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Prairie Sky Financial Group Overview

Prairie Sky Financial Group is a fee-based registered investment advisory firm that has been in business since 2014. The firm is headquartered in Westchester, IL, and provides a range of financial services. The firm's fee arrangement model ensures that all advice given is objective and client-focused. The company specializes in financial planning, portfolio management for individuals and small businesses, as well as educational seminars and workshops. The investment advisors at Prairie Sky Financial Group provide personalized financial advice that takes into account the unique needs and goals of each client. They also offer workshops and seminars on various financial topics to educate individuals and organizations about the best practices in wealth management. Prairie Sky Financial Group is a broker-dealer representative, an insurance broker/agent, and offers investment advice. The firm ensures that all their services are designed to help clients achieve their financial goals while minimizing risk. They work with clients of all backgrounds and income levels, helping people to make informed investment decisions and achieve financial security. With a strong focus on ethical and transparent business practices, Prairie Sky Financial Group is committed to providing outstanding service to all of their clients.

PRAIRIE SKY FINANCIAL GROUP has a diverse client base that spans individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. With this broad range of clientele, the firm is well-equipped to provide tailored financial advice that meets the specific needs of each client. Whether it's helping individuals plan for retirement or managing the assets of a non-profit organization, PRAIRIE SKY FINANCIAL GROUP has the expertise to guide clients towards their financial goals. When it comes to fee structures, PRAIRIE SKY FINANCIAL GROUP offers a variety of options designed to accommodate the diverse needs of its clients. For clients who prefer a fee structure based on assets under management (AUM), the firm offers a percentage-based fee structure. This allows clients to pay for services based on the total value of their assets with PRAIRIE SKY FINANCIAL GROUP. For those who require more specific advice or a one-time consultation, the firm also offers an hourly fee structure. This provides clients with greater flexibility in terms of the services they require and the fees they pay. With these options, PRAIRIE SKY FINANCIAL GROUP ensures that its clients receive the financial advice they need on terms that work for them.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Prairie Sky Financial Group does not mention an investment minimum. Thus, it is unclear what the minimum amount is that a client needs to invest in order to work with the firm. It is recommended that potential clients reach out to Prairie Sky directly to inquire about their investment minimums.

How This Office Can Help Westchester, IL Residents

Madden Funds Management is a financial planning and investment management firm that caters to clients residing in Oak Park, IL. The company's mission is to empower its clients to achieve their financial goals, whether it's by creating a comprehensive investment strategy, minimizing their tax liability, or planning for retirement. The firm realizes that each client's financial situation is unique, and thus, they provide tailored solutions to meet their specific needs. Living in Oak Park, IL, clients may face various financial challenges, such as achieving a work-life balance, paying off a mortgage, or saving for their children's education. Madden Funds Management recognizes these challenges and provides actionable advice to navigate these hurdles. The firm works closely with clients to develop an investment portfolio that aligns with their financial goals and risk tolerance. They also offer tax planning services to help minimize taxes and maximize income retention. For those looking to retire, the firm creates customized retirement plans that take into account various factors such as life expectancy, health, and cash-flow needs. Overall, Madden Funds Management is committed to helping its clients in Oak Park, IL, achieve long-term financial success.

To view the Minimum Investment and Fee Schedule for Prairie Sky Financial Group, visit their Part 2 Brochure.

Services Offered by Prairie Sky Financial Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Prairie Sky Financial Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2205 Enterprise Dr #515, Westchester, IL 60154, USA
Phone (847) 512-8820
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Prairie Sky Financial Group is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Illinois
  • Texas
  • Wisconsin

Disciplinary History

Prairie Sky Financial Group does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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