Great Plains Advisory Services LLC

Overview

Great Plains Advisory Services LLC is a state registered investment adviser based in Fargo, ND, registered since 2024. It reports $61.4M in assets under management across 319 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$61.4M

Discretionary

100%

Accounts

319

Average account

$193K

Employees

2

Advisory reps

2

Registered since

2024

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Jeffrey Charles Wallgren Managing Member CRD 5998714
• Richard William Engen Managing Member, Chief Compliance Officer CRD 2528314

Advisory reps 2 of 2

• Richard W Engen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2528314
• Jeffrey Charles Wallgren Registered Rep · Investment Adviser Rep CRD 5998714

Location

Headquarters

6048 31st St S
Fargo, ND 58104

County

Cass

Metro area

Fargo, ND-MN

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions

Every state, with registration dates

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