The Prosperity People

The Prosperity People (CRD# 124957) is a financial advisory firm headquartered in Bellevue, KY. They manage $127,100,000 in 491 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
601 Fairfield Avenue, Bellevue, KY 41073
http://www.theprosperitypeople.com
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    491
    ACCOUNTS
  • Average Account Value
    $258,859
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IN, KY, LA, MI, OH, VA

Financial Advisors at The Prosperity People
Showing 1 - 3 of 3 top financial advisors.
1
Mackey McNeill, financial advisor Bellevue KY
Mackey M. McNeill
CRD#: 2872751
601 Fairfield Avenue, Bellevue, KY 41073

Mackey McNeill (CRD# 2872751) is an Investment Advisor Representative working at The Prosperity People in Bellevue, KY and has over 27 years of experience in the finance industry.

2
John Nunan, financial advisor Bellevue KY
John P. Nunan
CRD#: 6045650
601 Fairfield Avenue, Bellevue, KY 41073

John Nunan (CRD# 6045650) is an Investment Advisor Representative working at The Prosperity People in Bellevue, KY and has over 11 years of experience in the finance industry.

3
Andrew Pulsfort, financial advisor Bellevue KY
Andrew J. Pulsfort
CRD#: 4772615
601 Fairfield Avenue, Bellevue, KY 41073

Andrew Pulsfort (CRD# 4772615) is an Investment Advisor Representative working at The Prosperity People in Bellevue, KY and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals