Paula K. Deitering

PRAIRIE WEALTH ADVISORS

OMAHA, NE 68114

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CRD#: 4071401

Professional summary

Paula K Deitering, who also goes by Paula Kay Bowling, Paula Kay Deitering, Paula Kay Harper, Paula Kay Wallace, is a registered financial advisor currently at PRAIRIE WEALTH ADVISORS, INC. located in Omaha, Nebraska.

Paula is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Paula has worked at 4 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paula Kay Bowling | Paula Kay Deitering | Paula Kay Harper | Paula Kay Wallace

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) ILS, LLC - OWNER. APRIL 2007 TO PRESENT. NOT INVESTMENT RELATED. MINIMAL TIME SPENT ON THIS ACTIVITY, NONE DURING TRADING HOURS. 9222 BRENTWOOD DRIVE, LAVISTA, NE 68128. ENTITY USED FOR TAX RELATED PURPOSES ONLY. 2) BELLEVUE SENIOR CENTER ENDOWMENT FUND - BOARD MEMBER. 2004 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE ATTENDING BOARD MEETINGS, VOLUNTEERING AT EVENTS, MANAGING THE FUNDS AND MAKING RECOMMENDATIONS ON BUDGET AND FUNDRAISERS. SPEND 2 HRS/MONTH ON THIS ACTIVITY AND LESS THAN AN HOUR/MONTH DURING NORMAL TRADING HOURS. 109 W. 22ND AVE., BELLEVUE, NE 68005-5001.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paula K Deitering's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 9, 2014 - Present

PRAIRIE WEALTH ADVISORS, INC.

Office #1: 10250 Regency Circle Suite 115, Omaha, NE 68114

RIA

CRD#: 165266

OMAHA, NE

Past

June 1, 2009 - January 27, 2014

MORGAN STANLEY

RIA

CRD#: 149777

OMAHA, NE

Past

June 1, 2009 - January 27, 2014

MORGAN STANLEY

CRD#: 149777

OMAHA, NE

Past

October 31, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

OMAHA, NE

Past

October 31, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

OMAHA, NE

Past

January 12, 2000 - October 30, 2006

EDWARD JONES

CRD#: 250

BELLEVUE, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRAIRIE WEALTH ADVISORS, INC.

HUNDT CAPITAL MANAGEMENT, INC. | PRAIRIE WEALTH ADVISORS, INC.

CRD#: 165266 / SEC#: 801-77062

RIA

Registered Investment Advisory firm - (9/21/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/26/2021)

IAR

Nebraska
(4/9/2014)

IAR

Texas
(4/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/7/2014

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/22/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/12/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/10/2000

General Securities Representative Examination

Current Firm

PRAIRIE WEALTH ADVISORS, INC.

HUNDT CAPITAL MANAGEMENT, INC. | PRAIRIE WEALTH ADVISORS, INC.

CRD#: 165266 / SEC#: 801-77062

RIA

Registered Investment Advisory firm - (9/21/2012 Approved)

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Contact information

Main Address

10250 Regency Circle Suite 115, Omaha, NE 68114

Mailing Address

Phone number

(402) 505-6810

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRAIRIE WEALTH ADVISORS ADV PART 2A FIRM BROCHURE (6/23/2025)

Regulatory assets under management

Total Number of Accounts	388
AUM (Assets Under Management)	$ 472,221,240

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Paula K. Deitering

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paula K Deitering's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

EDWARD JONES

Primary Firm SEC Registration

PRAIRIE WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/7/2014

Series 65

Date: 10/22/2007

Series 63

Date: 1/12/2000

Series 7

Date: 1/10/2000

Current Firm

PRAIRIE WEALTH ADVISORS, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRAIRIE WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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