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Steven Michael Nelson

Investment adviser representative at Prairiewood Wealth Management
18 yearsExperience
1 stateRegistered in
CFADesignation
$365.4MFirm 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

Experience

18 years in the industry.

  1. Prairiewood Wealth ManagementJan 2009 to now
  2. Prairiewood Capital, LLCDec 2008 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (ND).

Prairiewood Wealth Management

Legal name: Prairiewood Capital, LLC

$365.4MAssets managed
244Clients
5Advisers
6 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
5629434
Firm CRD
149007
Advisor's SEC record (opens in a new tab)
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