Corby
Mastalir

Prairie Wealth Advisors, Inc

CRD#5051364
Investment Advisor
in Omaha, NE

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About this Advisor

Corby Mastalir is a financial advisor working out of Omaha, Nebraska with a total of 6 years of relevant experience. Mastalir works at Prairie Wealth Advisors, Inc. Their career trajectory has included roles at Cambridge Investment Research Inc, Financial West Group and Prairie Wealth Advisors. Mastalir holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Nebraska. Prairie Wealth Advisors, Inc is a registered investment business based in Omaha, NE. The firm has offices in three locations and a total of eight financial advisors. It has $422 million in assets across its 1,010 client accounts, placing it among the larger firms in the country by assets under management. The firm advises five charitable organizations. Of its 1,010 client accounts, 16% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice depend on which service is provided. Fees billed by Prairie Wealth Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10250 Regency Circle Suite 115
Omaha, NE 68114

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Prairie Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$421,610,671

NE Average: $1,978,216,465
Total Number of Employees

8

NE Average: 226
Total Number of Accounts

1,010

NE Average: 7,467
Average Account Size

$417,436

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Corby Mastalir Work History

Corby has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Prairie Wealth Advisors

2014 - 2017 (3 years)

Cambridge Investment Research Inc

2012 - 2014 (2 years)

Financial West Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Corby Mastalir to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prairie Wealth Advisors, Inc

Corby Mastalir
Omaha, NE
Craig Hundt
Lincoln, NE
Paula Deitering
Omaha, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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