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About PFG

Waukesha State Bank Savings Accounts

Prairie Financial Group®, a division of Waukesha State Bank, is a premier financial services firm with clients located throughout the U.S. We recognize the unique character of each relationship and focus on strategies that help achieve short- and long-term goals. We offer a full range of customized solutions and deliver an experience that is transparent, engaging and focused on service.

Active independence, local presence.

Founded in 1944, Prairie Financial Group is privately owned, giving us the independence and freedom to do the right thing for the right reason. Because direct personal contact never goes out of style, our approach is responsive, active and accessible. 

Long-term relationships.

We have more than 40 years of fiduciary experience built on trust, personal service and generational relationships. For over 20 years, Prairie Financial Group has supported investment advisors as they nurture and grow relationships with their clients. We are also proud to have served the special needs community for more than 20 years through our administration of special needs trusts as well as our unique partnerships with local not-for-profits.

Deep resources.

Our team draws on their vast experience and knowledge to deliver an exceptional customer experience. Our deep resources translate to improved outcomes for you. Our team consists of Attorneys, Certified Financial Planners®, Certified Trust and Financial Advisors, licensed Certified Public Accountants, an Accredited Investment Fiduciary Analyst®, Accredited Investment Fiduciary®, Certified IRA Services Professional, Certified Retirement Plan Specialist, MBAs and more!

Our profile includes expertise in the following areas:

Retirement Plan

  • Open Architecture 
  • Ability to act as a 3(21) & 3(38) fiduciary

Corporate Trustee Services

  • Advisor Friendly Alliance
  • Directed & Delegated; any size
  • Niches including specialized assets and special needs trusts

Estate Settlement
Financial Planning
Investment Management

  • Open Architecture

Not-for-Profit Services (NFPS)

  • Endowment
  • Planned Giving
  • Fiduciary 

calendar page with dates

Join us at our monthly CE Luncheon Series in our Community Room, located at 1227 Corporate Center Dr. in Oconomowoc. 

For details and to register, click here.

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