Anthony Petan

Financial advisor at Prairieview Wealth Partners, LLC · Frankfort, IL

Last updated 2026-10-10

Claim your profile

Anthony Petan is a financial advisor at Prairieview Wealth Partners, LLC in Frankfort, IL, CRD 8292666. Licenses and exams on the registration: Series 65. IAPD registration began 2026-07-01.

Registration

CRD number
8292666
Registration status
Active
IAPD registration
2026-07-01
Industry Experience
0 years
Work Experience
10 years
States registered
IL

Licenses and exams

  • Series 65

Work history

  • 2022-08 to 2026-05 · University of Illinois Urbana-Champaign · Champaign, IL
  • 2025-05 to 2025-08 · Prairieview Wealth & Tax Advisors · Frankfort, IL
  • 2023-01 to 2026-05 · Kams Bar · Champaign, IL
  • 2022-06 to 2022-08 · Palos Park Recreation · Palos Park, IL
  • 2021-06 to 2021-08 · Our House Wealth Advisors · Chicago, IL
  • 2021-06 to 2021-08 · Plush Horse Ice Cream · Palos Park, IL
  • 2026-06 to Present · Prairieview Wealth & Tax Advisors · Frankfort, IL
  • 2021-08 to 2022-06 · Education · Palos Park, IL
  • 2016-06 to 2021-05 · Education · Palos Park, IL

Current employment

SEC IAPD record for Anthony Petan

Prairieview Wealth Partners, LLC

Regulatory AUM
$207,454,539
Registered advisors
4
Offices
1
Average AUM per client
$720.3K (Low)
High-net-worth client ratio
26.0% (Moderate)

Prairieview Wealth Partners, LLC: advisors, services and reported ETF investments

About

Anthony Petan is a financial advisor at Prairieview Wealth & Tax Advisors, operating as Prairieview Wealth Partners, LLC in Frankfort, IL. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 10 years of reported work history. Reported roles include Kams Bar, University of Illinois Urbana-Champaign, Palos Park Recreation, Education, among others.

Prairieview Wealth Partners, LLC's firm-level Form ADV reports 4 advisors across 1 offices; approximately 72.0 clients per advisor, average assets per client of $720,328, and regulatory AUM of $207.5M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.

PortfolioFuture's firm-level 13F analysis covers $130.5M across 23 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Anthony Petan personally.

Reported ETF positions

Prairieview Wealth Partners reports 23 ETF positions worth $130.5M on Form 13F; the largest are listed.

Largest ETF positions reported by Prairieview Wealth Partners
FundReported value
IVV — iShares Core S&P 500 ETF$29.1M
AGG — iShares Core U.S. Aggregate Bond ETF$16.6M
HTRB — Hartford Total Return Bond ETF$13.4M
IWR — iShares Russell Mid-Cap ETF$12.2M
VTV — Vanguard Morningstar Value ETF$11.2M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Prairieview Wealth Partners, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Insurance Broker or Agent
  • Accountant or Accounting Firm
  • Sells Non-Advisory Products or Services
  • Accountant or Accounting Firm

Location

28 W Nebraska St, Frankfort, IL 60423

4 advisors at this office.

Prairieview Wealth Partners office in Frankfort, IL

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Anthony Petan?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.