Sandra Dose
Sandra Dose is a registered investment advisor at Open Prairie Wealth Management, based in Omaha, NE, with 40 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.13% |
Each client's fee shall be agreed to by the client when they sign the Investment Advisory Agreement.
Fee Estimator
Location
Omaha, NE
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2011Customer Dispute
February 2001Employment Separation After Allegations
November 2000Other Business Activities
Sandra volunteers with the Assistance League of Omaha and owns a rental house inherited in 2001, dedicating minimal time to each. She is also a member of the Mercedes Club of Omaha, spending minimal time on club activities.
Employment History
Current Registrations
Open Prairie Wealth Management
Previous Registrations
Elevation Advisory Partners LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
First Union Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.