Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Ross is an investment advisor representative at Prairie Capital Management Group, LLC. Cory has been in the industry since 2014 and has a Series 6, Series 63, and Series 65 licenses. Cory's prior work experience includes time with UMB Distribution Services, LLC. Prairie Capital Management Group, LLC is an investment advisor that specializes in providing portfolio management for individuals, businesses, pooled investment vehicles, and charitable organizations. The firm manages over $6.5 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash mgmt solutions and insurance solutions
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Revenue sharing frs & eligible credit & cash management solution
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2
CO
08/30/2022 - Present
Prairie Capital Management Group, LLC (Englewood CO)
WI
06/04/2014 - 11/03/2021
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
BC
Issued 07/09/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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