Michael Patrick Finnegan
Investment adviser representative at Prairie Wealth Advisors, Inc.
10 yearsExperience
2 statesRegistered in
CFADesignation
$558MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Prairie Wealth Advisors, Inc.Jun 2026 to now
- RetiredMar 2023 to Jun 2026
- Manchesterstory Fund ManagementSep 2017 to Mar 2023
- UnemployedJul 2016 to Sep 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IA, NE).
Prairie Wealth Advisors, Inc.
$558MAssets managed
389Clients
9Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4637514
- Firm CRD
- 165266