Prosperity Financial Group, Inc.

Prosperity Financial Group, Inc. (CRD# 145540) is a financial advisory firm headquartered in San Ramon, CA. They manage $130,000,000 in 881 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    881
    ACCOUNTS
  • Average Account Value
    $147,560
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Prosperity Financial Group, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Melissa P. Kielberg
CRD#: 2355282
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
102
Wealthminder
score

Melissa Kielberg (CRD# 2355282) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 22 years of experience in the finance industry.

 

Melissa is not tied to any brokerage-promoted investment and believes every plan she develops is customized and conflict free.  She is completely independent and can approach your needs objectively to carry out your wishes.

 

Today, Melissa uses her personal experiences and expertise to advise a wide range of clients, each with their own goals and situations.

2
Henry A. Fanger
CRD#: 811525
2333 San Ramon Valley Blvd., 200, San Ramon, CA 94583
96
Wealthminder
score

Henry Fanger (CRD# 811525) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 32 years of experience in the finance industry.

3
Jamie G. Hargrave
CRD#: 3006122
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
93
Wealthminder
score

Jamie Hargrave (CRD# 3006122) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 20 years of experience in the finance industry.

4
Kevin M. Kacvinsky
CRD#: 6124504
San Diego, CA
93
Wealthminder
score

Kevin Kacvinsky (CRD# 6124504) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.

5
Charles A. Ballweg
CRD#: 2835534
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
86
Wealthminder
score

Charles Ballweg (CRD# 2835534) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 21 years of experience in the finance industry. Charles Ballweg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Cesar B. Dantes
CRD#: 1470508
2333 San Ramon Valley Blvd., 200, San Ramon, CA 94583
83
Wealthminder
score

Cesar Dantes (CRD# 1470508) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 29 years of experience in the finance industry.

7
Elliot H. Kallen
CRD#: 2384508
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
83
Wealthminder
score

Elliot Kallen (CRD# 2384508) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 24 years of experience in the finance industry.

8
Regina C. Legates
CRD#: 3007598
5201 Great America Pkwy, Suite 320, Santa Clara, CA 95054
83
Wealthminder
score

Regina Legates (CRD# 3007598) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in Santa Clara, CA and has over 20 years of experience in the finance industry.

9
Marjorie C. Carbajal
CRD#: 4759556
5201 Great America Pkwy, Suite 320, Santa Clara, CA 95054
73
Wealthminder
score

Marjorie Carbajal (CRD# 4759556) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in Santa Clara, CA and has over 13 years of experience in the finance industry.

10
Daniel L. Korth
CRD#: 2308456
Arroyo Grande, CA
73
Wealthminder
score

Daniel Korth (CRD# 2308456) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in Arroyo Grande, CA and has over 25 years of experience in the finance industry.

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