Anthony Petan
Investment adviser representative at Prairieview Wealth & Tax Advisors
10 yearsExperience
1 stateRegistered in
$207.5MFirm assets
3 yearsFirm in business
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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
10 years in the industry.
- Prairieview Wealth & Tax AdvisorsJun 2026 to now
- Prairieview Wealth & Tax AdvisorsMay 2025 to Aug 2025
- Kams BarJan 2023 to May 2026
- University of Illinois Urbana-champaignAug 2022 to May 2026
- Palos Park RecreationJun 2022 to Aug 2022
- EducationAug 2021 to Jun 2022
- Our House Wealth AdvisorsJun 2021 to Aug 2021
- Plush Horse Ice CreamJun 2021 to Aug 2021
- EducationJun 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8292666
- Firm CRD
- 327974