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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Pratt is an investment advisor representative currently associated with Prairie Capital Management Group, LLC and has been in the industry for 8 years. Richard has passed the SIE, Series 3, Series 7, and Series 66 exams. Richard has a strong track record of providing investment advice to high-net-worth individuals, corporations and other businesses, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and insurance companies. Richard has experience in providing financial planning, portfolio management, pension consulting, and selection of other advisors.
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
MO
04/20/2021 - Present
Prairie Capital Management Group, LLC (Kansas City MO)
IL
03/11/2019 - 04/01/2021
UMB FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
IL
08/28/2013 - 02/13/2019
MORGAN STANLEY (CHICAGO IL)
BOTH
Issued 09/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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