Prairie Financial Group®, a division of Waukesha State Bank, is a premier financial services firm with clients located throughout the U.S. We recognize that 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.
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 15 years through our administration of special needs trusts as well as our unique partnerships with local not-for-profits.
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, Certified Wealth Strategist, MBAs, PhDs and more!
Our profile includes expertise in the following areas:
- Open Architecture
- Ability to act as a 3(16), 3(21) & 3(38) fiduciary
- Advisor Friendly Alliance
- Directed & Delegated; any size
- Niches including specialized assets and special needs trusts
- Open Architecture
- Planned Giving