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RIA · CRD 300110State-Registered Investment Adviser

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Plains Advisory LLC

Plains Advisory provides investment management and financial planning. The firm empowers clients with education and a disciplined process to become better...

Overview

Plains Advisory provides investment management and financial planning. The firm empowers clients with education and a disciplined process to become better investors and pursue financial freedom. It helps clients invest smarter, retire on their terms, and leave a lasting legacy.

General information

Firm type

RIA

Year founded

2019

Location

Region

North America

Country

United States

City

Grand Island

Corporate office

United States

Principals

John Posey

CFP®, AIF®, AFFP — Financial Planner, founder & CEO

Krystal Posey — Operations Coordinator

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

What investment strategy does Plains Advisory LLC follow?

Plains Advisory LLC focuses on private credit, real estate, and infrastructure. The firm pursues direct deals and co-investments alongside external general partners, with a US-based geographic focus (public record).

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