GREAT PLAINS ADVISORY SERVICES LLC
Firm details
- Headquarters
- FARGO, North Dakota
- CRD number
- 331168
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.29%
- Individuals16.96%
- Charitable Organizations0.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Great Plains Advisory Services LLC is a small, client-focused registered investment adviser that emphasizes portfolio management for individuals and small businesses. The firm uses a fee mix that includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which allows it to serve both traditional wealth-management relationships and project-based or advisory engagements. Investment posture is tilted toward fixed income: U.S. government bonds represent the single largest asset holding, and the firm favors income-oriented allocations alongside core diversified strategies. Great Plains also works with broker‑dealer and insurance company partners, which supports its distribution of insurance‑linked products and access to brokerage platforms. The client base spans individual and family clients as well as some institutional relationships. The adviser does not describe itself as an active ESG investor and is not a multi‑state adviser or pension consultant. Portfolio management for individuals and small businesses is the primary advisory activity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds40%
- Private Funds30%
- Exchange Traded Equities25%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
2 of 2JEFFREY WALLGREN
Owner, Registered RepresentativeCRD 5998714
RICHARD ENGEN
Managing MemberCRD 2528314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FARGO, ND
CASS
Location
FARGO, ND
Headquartered in FARGO, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.
- Metro area
- Fargo-Wahpeton, ND-MN
- Region
- Midwest
- County
- CASS
- Address
- 6048 31st St S
- Time zone
- CT (UTC-6)
- Office locations
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