A. Description of the Advisory Firm PrairieView Wealth Partners, LLC (“PrairieView” or the “Firm”) is a limited liability company organized in the State of Delaware. PrairieView is an investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”). PrairieView is owned by Timothy Regan. B. Types of Advisory Services PrairieView provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, including high net worth individuals, and entities, including, but not limited to, family offices, trusts, estates and private foundations. Financial Planning and Consulting Services PrairieView offers personal comprehensive financial planning services to set forth goals, objectives and implementation strategies for the client over the long-term. Depending upon individual client requirements, the comprehensive financial plan will include recommendations for retirement planning, educational planning, estate planning, cash flow planning, tax planning and insurance needs and analysis. PrairieView prepares and provides the financial planning client with a written comprehensive financial plan and performs quarterly, semi-annual or annual reviews of the plan with the client, dependent on the client’s needs in accordance with the financial planning agreement. Clients should notify us promptly anytime there is a change in their financial situation, goals, objectives, or needs and/or if there is any change to the financial information initially provided to us. Clients are under no obligation to implement any of the recommendations provided in their written financial plan. However, should a client decide to proceed with the implementation of the investment recommendations then the client can either have PrairieView implement those recommendations or utilize the services of any investment adviser or broker-dealer of their choice. PrairieView cannot provide any guarantees or promises that a client’s financial goals and objectives will be met. Investment Management Services PrairieView offers investment management services on a discretionary basis and non-discretionary basis. All investment advice provided is customized to each client’s investment objectives and financial needs. The information provided by the client, together with any other information relating to the client’s overall financial circumstances, will be used by PrairieView to determine the appropriate portfolio asset allocation and investment strategy for the client. Financial planning services also are provided, depending on the needs of the client. The securities utilized by PrairieView for investment in client accounts mainly consist of registered mutual funds and exchange traded funds (ETFs), but we will also invest in equity securities,

corporate bonds, REITS and variable annuities, among others, if we determine such investments fit within a client’s objectives and are in the best interest of our clients. PrairieView may further recommend to clients that all or a portion of their investment portfolio be managed on a discretionary basis by one or more unaffiliated money managers or investment platforms (“External Managers”). The client may be required to enter into a separate agreement with the External Manager(s), which will set forth the terms and conditions of the client’s engagement of the External Manager. PrairieView generally renders services to the client relative to the discretionary selection of External Managers. PrairieView also assists in establishing the client’s investment objectives for the assets managed by External Managers, monitors and reviews the account performance and defines any restrictions on the account. The investment management fees charged by the designated External Managers, together with the fees charged by the corresponding designated broker-dealer/custodian of the client’s assets, are exclusive of, and in addition to, the annual advisory fee charged by PrairieView. Note for IRA and Retirement Plan Clients: When PrairieView provides investment advice to you regarding your retirement plan account or individual retirement account, PrairieView is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way PrairieView makes money creates some conflicts with your interests, so PrairieView operates under a special rule that requires PrairieView to act in your best interest and not put PrairieView’s interest ahead of yours. C. Client-Tailored Advisory Services Clients may impose reasonable restrictions on the management of their accounts if PrairieView determines, in its sole discretion, that the conditions would not materially impact the performance of a management strategy or prove overly burdensome for PrairieView’s management efforts. D. Information Received From Clients PrairieView will not assume any responsibility for the accuracy or the information provided by clients. PrairieView is not obligated to verify any information received from a client or other professionals (e.g., attorney, accountant) designated by a client, and PrairieView is expressly authorized by the client to rely on such information provided. Under all circumstances, clients are responsible for promptly notifying PrairieView in writing of any material changes to the client’s financial situation, investment objectives, time horizon, or risk tolerance. E. Assets Under Management PrairieView is a newly registered adviser. Therefore, as of the date of filing this Brochure, PrairieView did not have assets under management.