Prosperity Planning

Prosperity Planning (CRD# 298268) is a financial advisory firm headquartered in North Kansas City, MO. They manage $416,710,344 in 1,211 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details

1920 Buchanan Street, North Kansas City, MO 64116

http://www.prosperityplanninginc.com

By the Numbers

Total Assets Under Management

417

MILLION
Total Number of Accounts

1,211

ACCOUNTS
Average Account Value

$344,104

Compensation Options

A percentage of assets under your management
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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, CO, FL, KS, MO, TX, WA

Financial Advisors at Prosperity Planning

Showing 1 - 8 of 8 top financial advisors.

Kenneth A. Borum

CRD#: 4776520

1920 Buchanan Street, North Kansas City, MO 64116

Kenneth Borum (CRD# 4776520) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has over 19 years of experience in the finance industry.

Ryan K. Noble

CRD#: 4931140

1805 Nw Platte Road, Suite 100, Riverside, MO 64150

Ryan Noble (CRD# 4931140) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 18 years of experience in the finance industry.

Daniel S. Reiter

CRD#: 6427884

1805 Nw Platte Road, Suite 100, Riverside, MO 64150

Daniel Reiter (CRD# 6427884) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 8 years of experience in the finance industry.

Lucinda L. Richey

CRD#: 2723663

1805 Nw Platte Road, Suite 100, Riverside, MO 64150

Lucinda Richey (CRD# 2723663) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 27 years of experience in the finance industry.

Alyssa C. Hon

CRD#: 7126216

1920 Buchanan Street, North Kansas City, MO 64116

Alyssa Hon (CRD# 7126216) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has over 3 years of experience in the finance industry.

Colten M. Honigman

CRD#: 7031621

1920 Buchanan Street, North Kansas City, MO 64116

Colten Honigman (CRD# 7031621) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has over 3 years of experience in the finance industry.

Justin R. Locke

CRD#: 7714628

1920 Buchanan Street, North Kansas City, MO 64116

Justin Locke (CRD# 7714628) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has 1 year of experience in the finance industry.

Ryan Walker

CRD#: 7445867

1920 Buchanan Street, North Kansas City, MO 64116

Ryan Walker (CRD# 7445867) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has 1 year 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