Prosperity Wealth Management, Inc.

Prosperity Wealth Management, Inc. (CRD# 174328) is a financial advisory firm headquartered in San Ramon, CA. They manage $30,000,000 in 100 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $300,000
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, FL, GA, IL, IN, MI, MN, MO, NC, NY, OH, PA, TX, VA

Financial Advisors at Prosperity Wealth Management, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Jeffrey K. Gin
CRD#: 4556763
9135 Mason Ave, Morton Grove, IL 60053
96
Wealthminder
score

Jeffrey Gin (CRD# 4556763) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Morton Grove, IL and has over 14 years of experience in the finance industry. Jeffrey Gin 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.

2
Michael D. Koontz
CRD#: 807069
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
96
Wealthminder
score

Michael Koontz (CRD# 807069) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 34 years of experience in the finance industry.

3
Gregory J. Bentley
CRD#: 705379
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
93
Wealthminder
score

Gregory Bentley (CRD# 705379) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 13 years of experience in the finance industry.

4
Blake W. Daniels
CRD#: 1285106
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
93
Wealthminder
score

Blake Daniels (CRD# 1285106) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 32 years of experience in the finance industry.

5
Stephen H. Hecker
CRD#: 821625
2233 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
93
Wealthminder
score

Stephen Hecker (CRD# 821625) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 13 years of experience in the finance industry.

6
Bridgette C. Hyde
CRD#: 4706477
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
93
Wealthminder
score

Bridgette Hyde (CRD# 4706477) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 8 years of experience in the finance industry.

7
Paul G. Lanchantin
CRD#: 2149888
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
93
Wealthminder
score

Paul Lanchantin (CRD# 2149888) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 15 years of experience in the finance industry.

8
Kenneth W. Maxell
CRD#: 1051159
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
93
Wealthminder
score

Kenneth Maxell (CRD# 1051159) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 34 years of experience in the finance industry.

9
Michael R. McPeek
CRD#: 1715323
6711 Monroe St., Suite 2a, Sylvania, OH 43560
93
Wealthminder
score

Michael McPeek (CRD# 1715323) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Sylvania, OH and has over 24 years of experience in the finance industry.

10
Brian M. Pilon
CRD#: 363666
7137 Old Easton Road, Suite 105, Pipersville, PA 18947
93
Wealthminder
score

Brian Pilon (CRD# 363666) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Pipersville, PA and has over 12 years of experience in the finance industry.

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