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CFP
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CFP

Timothy Mcewen

Prairie Wealth Advisors, INC.
23 Years of Experience
Lincoln, NE
1 Disclosure
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Timothy Mcewen is a CFP-designated registered investment advisor at Prairie Wealth Advisors, INC., based in Lincoln, NE, with 23 years of industry experience. Timothy 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 6 more. Their firm serves 389 clients with $560M in assets under management.

Prairie Wealth Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
389 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$558.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.25%

Fees are negotiable for accounts over $3,000,000. Schedule reflects Comprehensive Portfolio Management rates; Asset Management rates are 0.25% lower across tiers. Firm also offers annual flat fees ranging between 0.50% and 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8101 O Street, Suite 200, Lincoln, NE, 68510

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History

Regulatory History (1)
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Customer Dispute
October 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy is a partner in C316 Media, involved in music recording since 2014. He also serves on the board of directors for Matt Talbot Kitchen & Outreach and Greer Enterprises Inc, is a committee member for Junior Achievement, and owns TDM Investments LLC for rental properties, dedicating about 10-20% of his time to the latter.

Employment History
Current Registrations
Prairie Wealth Advisors, INC.
May 2026 - Present · 5 mos
Previous Registrations
RBC Capital Markets, LLCBroker
December 2016 - May 2026 · 9 yrs 5 mos
RBC Capital Markets, LLC
December 2016 - May 2026 · 9 yrs 5 mos
UBS Financial Services INC.Broker
December 2008 - January 2017 · 8 yrs 1 mo
UBS Financial Services INC.
December 2008 - January 2017 · 8 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
June 2003 - April 2007 · 3 yrs 10 mos
Morgan Stanley Dw INC.Broker
May 2003 - April 2007 · 3 yrs 11 mos
State Registrations2 states
NETX
Advisor

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.

Exams
No exam information available for this advisor.
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