$10B Bank Team Advisors Form New RIA Prairie View Wealth Partners
Three senior advisors from a $10 billion wealth management team at The First National Bank in Sioux Falls have left to form a new registered investment advisor, Prairie View Wealth Partners, with Raymond James as custodian. The new RIA aims to reach $250 million in client assets by the end of 2026 and emphasizes tax planning as a key differentiator. The move reflects a growing trend of advisors seeking independence and control over their practices.
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Topics: advisor departure financial services First National Bank Raymond James RIA formation wealth management