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Sharon Aileen Adelmann

Prairie Investment Advisors, LLC

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About Sharon Aileen Adelmann

Sharon Adelmann is a financial advisor with Prairie Investment Advisors, LLC. Sharon has been in the financial industry since 1991. Sharon is licensed to provide investment advisory services in Illinois, Pennsylvania, and Texas. Sharon has experience working with charitable organizations, high-net-worth individuals, and individuals other than high-net-worth. Sharon is a Certified Financial Planner.

Firm Information

Sharon Adelmann is currently registered with Prairie Investment Advisors, LLC. Prairie Investment Advisors, LLC is an investment advisor with a focus on providing financial planning and portfolio management services to individuals and charitable organizations. The firm manages approximately $95 million in assets for 301 clients. They offer a range of services, including life planning services and selection of other advisors.

$95.35M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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life planning services

Life planning services

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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Sharon Adelmann’s Registration & Firm History

IL

07/13/2022 - Present

Prairie Investment Advisors, LLC (NAPERVILLE IL)

IL

09/16/1993 - 07/08/2009

MUTUAL SERVICE CORPORATION (NAPERVILLE IL)

IL

02/08/1995 - 02/17/1995

ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)

MA

08/29/1991 - 02/18/1993

MUTUAL SERVICE CORPORATION (BOSTON MA)

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Licenses & Designations

BC

Issued 12/06/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2001

Series 24 - General Securities Principal Examination

BC

Issued 02/27/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/27/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sharon Aileen Adelmann.
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