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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2024
- Office Locations
- 2
Office Locations
About Great Plains Advisory Services LLC
Great Plains Advisory Services LLC is a Fargo-based RIA with 2 offices. The firm has been operating for 2 years. Managing $61.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 174 clients, or 87 clients per representative. That equates to $353.0K in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Great Plains Advisory Services LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD WILLIAM ENGEN
Chief Compliance Officer, Managing Member
- CRD
- #2528314
- Ownership
- 50% but less than 75%
JEFFREY CHARLES WALLGREN
Managing Member
- CRD
- #5998714
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,421,080 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,421,080 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Great Plains Advisory Services LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.