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Anthony Petan

PRAIRIEVIEW WEALTH & TAX ADVISORS
FRANKFORT, IL 60423
Some features on this profile are disabled
CRD#: 8292666
AP
Anthony PetanPRAIRIEVIEW WEALTH & TAX ADVISORS

Professional summary

Anthony Petan is a registered financial advisor currently at PRAIRIEVIEW WEALTH & TAX ADVISORS located in Frankfort, Illinois.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Anthony has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Petan'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

July 1, 2026 - Present

PRAIRIEVIEW WEALTH & TAX ADVISORS

Office #1: 28 W Nebraska St, Frankfort, IL 60423
RIA
CRD#: 327974
FRANKFORT, 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".
PW
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
(7/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/1/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/24/2025
Securities Industry Essentials Examination

Current Firm

PW
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
9

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 (2/2/2026)

Regulatory assets under management

Total Number of Accounts882
AUM (Assets Under Management)$ 207,454,539

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

PRAIRIEVIEW WEALTH & TAX ADVISORS

CRD#: 327974Frankfort, IL 60423

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