Kaitlyn Hedger

PRAIRIEVIEW WEALTH & TAX ADVISORS

FRANKFORT, IL 60423

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CRD#: 7064953

Professional summary

Kaitlyn Hedger, who also goes by Kaitlyn Mary Hedger, is a registered financial advisor currently at PRAIRIEVIEW WEALTH & TAX ADVISORS located in Frankfort, Illinois.

Kaitlyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kaitlyn has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kaitlyn Mary Hedger

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 Kaitlyn Hedger'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

October 11, 2023 - Present

PRAIRIEVIEW WEALTH & TAX ADVISORS

Office #1: 28 W Nebraska St, Frankfort, IL 60423

RIA

CRD#: 327974

FRANKFORT, IL

Past

March 4, 2023 - November 9, 2023

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Orland Park, IL

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".

PRAIRIEVIEW WEALTH & TAX ADVISORS

LANEY WEALTH PARTNERS | PRAIRIEVIEW WEALTH PARTNERS, LLC | PRAIRIEVIEW WEALTH & TAX ADVISORS | LANEY WEALTH PARTNERS, LLC

CRD#: 327974 / SEC#: 801-128680

RIA

Registered Investment Advisory firm - (9/29/2023 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

Illinois
(10/11/2023)

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 65

Date: 3/4/2023

Uniform Investment Adviser Law Examination

Current Firm

PRAIRIEVIEW WEALTH & TAX ADVISORS

LANEY WEALTH PARTNERS | PRAIRIEVIEW WEALTH PARTNERS, LLC | PRAIRIEVIEW WEALTH & TAX ADVISORS | LANEY WEALTH PARTNERS, LLC

CRD#: 327974 / SEC#: 801-128680

RIA

Registered Investment Advisory firm - (9/29/2023 Approved)

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Contact information

Main Address

28 W Nebraska St, Frankfort, IL 60423

Mailing Address

Phone number

(708) 326-4750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRAIRIEVIEW WEALTH PARTNERS ADV PART 2A (7/2/2025)

Regulatory assets under management

Total Number of Accounts	778
AUM (Assets Under Management)	$ 163,727,198

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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Kaitlyn Hedger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaitlyn Hedger's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRAIRIEVIEW WEALTH & TAX ADVISORS

THRIVENT ADVISOR NETWORK, LLC

Primary Firm SEC Registration

PRAIRIEVIEW WEALTH & TAX ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2023

Current Firm

PRAIRIEVIEW WEALTH & TAX ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRAIRIEVIEW WEALTH & TAX ADVISORS

TRUST BUT VERIFY

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