Robert Edward Morvice
Investment adviser representative at Prairieview Wealth & Tax Advisors
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$207.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Prairieview Wealth & Tax AdvisorsOct 2023 to now
- Prairieview Wealth PartnersOct 2023 to now
- Purshe Kaplan Sterling InvestmentsMay 2022 to Nov 2023
- Thrivent Advisor Network d/b/a Prarieview Wealth PartnersMay 2022 to Nov 2023
- Bates Financial Advisors, Inc.Jan 2019 to May 2022
- Bates Securities, Inc.Jan 2019 to May 2022
- Team Belvedere LLCJan 2014 to Jan 2019
- Belvedere Trading LLCFeb 2012 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Prairieview Wealth & Tax Advisors
Legal name: Prairieview Wealth Partners, LLC
$207.5MAssets managed
288Clients
4Advisers
3 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
- 4639497
- Firm CRD
- 327974