The Prosperity Consulting Group, LLC

The Prosperity Consulting Group, LLC (CRD# 133777) is a financial advisory firm headquartered in Owings Mills, MD. They manage $201,872,900 in 866 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    866
    ACCOUNTS
  • Average Account Value
    $233,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

DE, FL, MD, PA, VA

Financial Advisors at The Prosperity Consulting Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Donna C. Gestl
CRD#: 2636738
10055 Red Run Boulevard, Suite 130, Owings Mills, MD 21117
96
Wealthminder
score

Donna Gestl (CRD# 2636738) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 22 years of experience in the finance industry. Donna Gestl 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
Lauren M. Rebbel
CRD#: 4419336
10055 Red Run Boulevard, Suite 130, Owings Mills, MD 21117
96
Wealthminder
score

Lauren Rebbel (CRD# 4419336) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 16 years of experience in the finance industry. Lauren Rebbel 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.

3
Erin M. Ansalvish
CRD#: 5436727
10055 Red Run Boulevard, Suite 130, Owings Mills, MD 21117
93
Wealthminder
score

Erin Ansalvish (CRD# 5436727) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 6 years of experience in the finance industry.

4
Donald N. Hoffman
CRD#: 4445738
10055 Red Run Boulevard, Suite 130, Owings Mills, MD 21117
93
Wealthminder
score

Donald Hoffman (CRD# 4445738) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 16 years of experience in the finance industry.

5
William C. Martin
CRD#: 2636897
10055 Red Run Boulevard, Suite 130, Owings Mills, MD 21117
93
Wealthminder
score

William Martin (CRD# 2636897) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 22 years of experience in the finance industry.

6
Linda L. Stapf
CRD#: 2712585
12990 Livestock Road, Sykesville, MD 21784
93
Wealthminder
score

Linda Stapf (CRD# 2712585) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Sykesville, MD and has over 22 years of experience in the finance industry.

7
Harold L. Mohn
CRD#: 6289114
800 Red Brook Boulevard, Suite 300, Owings Mills, MD 21117
90
Wealthminder
score

Harold Mohn (CRD# 6289114) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 4 years of experience in the finance industry.

8
Roger M. Richardson
CRD#: 5864007
10055 Red Run Boulevard, Suite 130, Owings Mills, MD 21117
90
Wealthminder
score

Roger Richardson (CRD# 5864007) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 5 years of experience in the finance industry.

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