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Amy Renae White

Prairie Ridge Asset Management, LLC

Overland Park, KS

CRD 2694724

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Employer firm

Prairie Ridge Asset Management, LLC CRD 289006

$62.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Prairie Ridge Asset Management, Llc

8655 College Blvd., Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2017-11-20
TX RA APPROVED 2017-11-01
KS RA APPROVED 2017-09-21
  • MO RA
    APPROVED
    Since 2017-11-20
  • TX RA
    APPROVED
    Since 2017-11-01
  • KS RA
    APPROVED
    Since 2017-09-21

Branch Locations

8655 College Blvd., Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 04/2004 09/2017
Steffes Financial, Ltd. Overland KS 06/2006 10/2017
Prairie Ridge Asset Management, Llc Overland Park KS 09/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-02-27
  • S66 Uniform Combined State Law Examination
    1998-02-27
Designations
  • Certified Financial Planner
Other Names
  • Amy Renae Saucedo
  • Amy Renae Marshall
  • Amy Renae Marshall

View on SEC IAPD

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