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Timothy Daniel Mcewen

Investment adviser representative at Prairie Wealth Advisors, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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

18 years in the industry.

  1. Prairie Wealth Advisors, Inc.May 2026 to now
  2. City National BankApr 2018 to Jan 2025
  3. RBC Capital Markets, LLCDec 2016 to May 2026
  4. UBS Financial Services IncDec 2008 to Dec 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 2 states (NE, TX).

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
4648341
Firm CRD
165266
Advisor's SEC record (opens in a new tab)
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