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).
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Total Assets Under Management417MILLION
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Total Number of Accounts1,211ACCOUNTS
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Average Account Value$344,104
- A percentage of assets under your management
- 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
- Pension consulting services
CA, CO, FL, KS, MO, TX, WA
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 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 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 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 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 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 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) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has 1 year of experience in the finance industry.