Craig Hundt
Craig Hundt is a registered investment advisor at Prairie Wealth Advisors, INC., based in Lincoln, NE, with 39 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 388 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prairie Wealth Advisors offers two investment management services with fees based on a percentage of your portfolio's value.
Comprehensive Portfolio Management:
- First $500,000: 1.75% per year
- $500,001 to $1,000,000: 1.50% per year
- $1,000,001 to $3,000,000: 1.25% per year
- Over $3,000,000: Negotiable
Asset Management:
- First $500,000: 1.50% per year
- $500,001 to $1,000,000: 1.25% per year
- $1,000,001 to $3,000,000: 1.00% per year
- Over $3,000,000: Negotiable
These fees are billed quarterly, in advance, based on the value of your account on the last day of the previous quarter.
Location
8101 O Street, Suite 200, Lincoln, NE, 68510-2647
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is the president of Prairie Wealth Advisors, a registered investment advisor, dedicating nearly full-time hours to this role. He also serves as treasurer for the Nebraska Big Game Society, a non-profit organization, spending minimal time on this activity and has been an insurance agent since 1994, dedicating minimal time to insurance planning.
Employment History
Current Registrations
Prairie Wealth Advisors, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
American Express Financial Advisors INC.Broker
State Registrations1 state
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.