Prosperity Capital Advisors
Prosperity Capital Advisors (CRD# 156480) is a financial advisory firm headquartered in Westlake, OH. They manage $2,245,308,171 in 9,396 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management2,245MILLION
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
Keith Heritage (CRD# 5231172) is an Investment Advisor Representative working at Prosperity Capital Advisors in Newberry, FL and has over 17 years of experience in the finance industry.
Gayle Jendzejec (CRD# 1636272) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 36 years of experience in the finance industry.
Casey Johansen (CRD# 6805187) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 6 years of experience in the finance industry.
Belen Krabbe (CRD# 1689549) is an Investment Advisor Representative working at Prosperity Capital Advisors in Hampton, IA and has over 36 years of experience in the finance industry.
Eric Langenfeld (CRD# 5988725) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 12 years of experience in the finance industry.
Elizabeth Larson (CRD# 7060847) is an Investment Advisor Representative working at Prosperity Capital Advisors in Rochester, MI and has over 5 years of experience in the finance industry.
Kyleah Lee (CRD# 6188957) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 11 years of experience in the finance industry.
Richard Lincoln (CRD# 2765841) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 27 years of experience in the finance industry.
Matthew Longland (CRD# 5608761) is an Investment Advisor Representative working at Prosperity Capital Advisors in Crestview Hills, KY and has over 15 years of experience in the finance industry.
Scott Luecke (CRD# 4274416) is an Investment Advisor Representative working at Prosperity Capital Advisors in Schererville, IN and has over 23 years of experience in the finance industry.