AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
PB

Peggy L. Bruce

PRAIRIE ADVISORY
LEAWOOD, KS 66211
Some features on this profile are disabled
CRD#: 6892320
PB

Professional summary


Peggy L Bruce, who also goes by L Peggy Bruce, Margaret L Bruce, Margaret Lockett Bruce, Peggy Lockett Bruce, is a registered financial advisor currently at PRAIRIE ADVISORY, LLC located in Leawood, Kansas.

Peggy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Peggy has worked at 4 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


L Peggy Bruce | Margaret L Bruce | Margaret Lockett Bruce | Peggy Lockett Bruce

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Peggy L Bruce'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

February 13, 2026 - Present

PRAIRIE ADVISORY, LLC

Office #1: 4000 W 114th Street Suite 300, Leawood, KS 66211
RIA
CRD#: 339211
LEAWOOD, KS
Past

February 20, 2024 - May 15, 2026

WEALTHCARE ADVISORY PARTNERS LLC

RIA
CRD#: 171976
LEAWOOD, KS
Past

July 14, 2023 - February 20, 2024

THE WEALTH CONSULTING GROUP

RIA
CRD#: 173194
Overland Park, KS
Past

June 8, 2018 - December 31, 2023

V WEALTH ADVISORS LLC

RIA
CRD#: 153278
OVERLAND PARK, KS

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
Kansas
(2/13/2026)
IAR
Texas
(2/13/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/24/2018
Uniform Investment Adviser Law Examination

Current Firm


PA
PRAIRIE ADVISORY, LLC
PASCHANG & ASSOCIATES | WILBORN ADVISORS | PRAIRIE ADVISORY, LLC

CRD#: 339211 / SEC#: 801-135253

RIA
Registered Investment Advisory firm - (2/13/2026 120-Day Approval)
Loading...

Contact information


Main Address
4000 W 114th Street Suite 300, Leawood, KS 66211
Mailing Address
Phone number
(913) 963-1054
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (2 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRAIRIE ADVISORY, LLC - ADV PART 2A (1/2/2026)

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.

Company Information


PRAIRIE ADVISORY, LLC

CRD#: 339211Leawood, KS 66211

TRUST BUT VERIFY

Monitor Peggy Bruce

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
JE
Jason EricksonAdvisorCheck Check Mark
VAN AKE CAPITAL LLC
PR
WINNETKA, IL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.