PrairieView Partners

  • Investment Bank/Securities Brokerage
  • St. Paul MN
  • 21 employees
  • Investment Management
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Company Overview

Headquarters
445 Minnesota St, 2250 Town Square Tower, St. Paul MN
Website
prairieviewpartners.com
Phone
(651) 233-1056
Employees
21
Founded in
2008
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$10B

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Who is PrairieView Partners

PrairieView Partners, LLC is a locally owned, independent wealth management firm based in St. Paul, Minnesota. The firm employs 21 individuals and specializes in serving individuals and families across the Twin Cities, greater Minnesota, and other states. PrairieView Partners provides a comprehensive suite of financial services, catering to clients with net worths between $2 million and $15 million. Their services encompass investment management, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. The firm emphasizes a personalized, unbiased approach, offering integrated advice across multiple disciplines. Central to PrairieView Partners' philosophy is acting as a central point of communication for their clients. They strive to understand their clients' unique situations and objectives, ensuring their investment, retirement, estate, tax, insurance, and other financial needs are comprehensively addressed. For more information, visit PrairieView Partners' website at prairieviewpartners.com.

Company Leadership

Bo Aylin

Partner

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Kristy Schaffer

Partner

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Paula Price

Partner

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PrairieView Partners Industry Tags

investing
retirement planning
estate planning
taxation
education planning
charitable giving
and risk management
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Companies Similar to PrairieView Partners

Analyze industry trends and opportunities by examining competitors and companies comparable to PrairieView Partners, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M Santa Monica, CA 2012
10M 4 New York, NY 2015
10M 11 2013
10M 14 Freiburg, CA 2010
10M 3 Saint Paul, MN
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FAQ

What is the location of PrairieView Partners's headquarters?
The headquarters of PrairieView Partners are situated at 445 Minnesota St, 2250 Town Square Tower, St. Paul MN
What is PrairieView Partners's phone number?
PrairieView Partners's contact number is (651) 233-1056.
What is PrairieView Partners's official website?
The official website of PrairieView Partners can be found at prairieviewpartners.com.
What is PrairieView Partners's current revenue?
As of February 2015, PrairieView Partners's annual revenue reached $10B.
How many employees does PrairieView Partners currently have?
PrairieView Partners employs approximately 21+ people as of February 2015
Which industries is PrairieView Partners primarily operating in?
PrairieView Partners operates in the following industries: Investment Management
Who is the Partner of PrairieView Partners?
PrairieView Partners's Partner is Bo Aylin
What are PrairieView Partners's industry tags?
PrairieView Partners's industry tags include: investing, retirement planning, estate planning
When was PrairieView Partners founded?
PrairieView Partners was founded in 2008.

Employee Directory

Key Employees

Jonathan Jaranson

Partner

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Ellan Howley

Financial Planning Operations Specialist

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