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Andrew Simon Klocke

Prairie Capital Management Group, LLC

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About Andrew Simon Klocke

Andrew Klocke is a registered investment advisor representative with Prairie Capital Management Group, LLC. Andrew has been in the financial services industry since 2004, working previously with UMB FINANCIAL SERVICES, INC., and GEORGE K. BAUM & COMPANY. Andrew holds the Series 66, Series 7, and SIE licenses and has a broad range of experience advising a variety of clients, including individuals, corporations, and charitable organizations. Andrew is a member of the Kansas State University Finance Advisory Board. Andrew is a specialist in a variety of services including portfolio management for individuals and businesses, financial planning, and pension consulting. Andrew is also active in the agriculture industry and is a member of KLOCKE FARMS.

Firm Information

Andrew Klocke is currently registered with Prairie Capital Management Group, LLC. Prairie Capital Management Group, LLC is an investment advisor based in Kansas City, MO. They offer a range of services including financial planning, pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles, as well as credit and cash management solutions and insurance solutions. The firm manages over $6.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Prairie Capital Management Group, LLC

4900 MAIN STREET

KANSAS CITY, MO 64112

$6.51B

Assets Under Management

567

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash mgmt solutions and insurance solutions

Credit and cash mgmt solutions and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Revenue sharing frs & eligible credit & cash management solution

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Andrew Klocke’s Registration & Firm History

MO

04/20/2021 - Present

Prairie Capital Management Group, LLC (Kansas City MO)

MO

08/06/2010 - 04/01/2021

UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)

MO

01/09/2004 - 07/30/2010

GEORGE K. BAUM & COMPANY (KANSAS CITY MO)

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Licenses & Designations

BOTH

Issued 09/30/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Simon Klocke.
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