Nathan M. Anderson
PRAIRIEWOOD WEALTH MANAGEMENT
FARGO, ND 58104
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CRD#: 7112516
Professional summary
Nathan Mark Anderson, CFP® is a registered financial advisor currently at PRAIRIEWOOD WEALTH MANAGEMENT located in Fargo, North Dakota.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nathan has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Business Owners
Charitable Giving
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
I was born and raised in Oxbow, ND and grew up playing competitive golf each summer with my sister. I attended North Dakota State University where I played all four years on the golf team. While at NDSU, I received my undergraduate and master’s degrees in Accounting.
After NDSU, I studied for and passed the CPA exam and began my career in the Minneapolis office of Deloitte and Touche where I worked in public accounting for nearly 5 years. After Deloitte, I returned to Fargo to pursue financial planning and obtained my CFP designation. I am now a partner at Prairiewood Wealth Management where I serve our clients as their family CFO. To connect with Nathan, please visit our website at www.pw-wm.com.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Income Management
Estate Planning
Small Business Planning
Social Security Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Mark Anderson's 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®
CFP®
Start date: 2022
Experience
Current
May 7, 2019 - Present
PRAIRIEWOOD WEALTH MANAGEMENT
Office #1: 3175 Sienna Dr S Ste 100, Fargo, ND 58104RIA
CRD#: 149007
FARGO, ND
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".
PRAIRIEWOOD WEALTH MANAGEMENT
PRAIRIEWOOD CAPITAL, LLC | PRAIRIEWOOD WEALTH MANAGEMENT | PRAIRIEWOOD CAPITAL, LLC DBA PRAIRIEWOOD WEALTH MANAGEMENT
CRD#: 149007 / SEC#: 801-118221
RIA
Registered Investment Advisory firm - (3/13/2020 Approved)Minnesota
Registered Investment Advisory firm - (3/27/2020 Terminated)North Dakota
Registered Investment Advisory firm - (3/17/2020 Terminated)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
North Dakota(5/7/2019)
Current Firm
PRAIRIEWOOD WEALTH MANAGEMENT
PRAIRIEWOOD CAPITAL, LLC | PRAIRIEWOOD WEALTH MANAGEMENT | PRAIRIEWOOD CAPITAL, LLC DBA PRAIRIEWOOD WEALTH MANAGEMENT
CRD#: 149007 / SEC#: 801-118221
RIA
Registered Investment Advisory firm - (3/13/2020 Approved)Minnesota
Registered Investment Advisory firm - (3/27/2020 Terminated)North Dakota
Registered Investment Advisory firm - (3/17/2020 Terminated)PREMIUM
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Contact information
Main Address
3175 Sienna Dr S Ste 100, Fargo, ND 58104
Mailing Address
Phone number
(701) 234-0521
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,201 |
| AUM (Assets Under Management) | $ 365,413,413 |
Red Flags
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