The Prosperity Consulting Group, LLC

The Prosperity Consulting Group, LLC (CRD# 133777) is a financial advisory firm headquartered in Owings Mills, MD. They manage $239,746,601 in 869 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    869
    ACCOUNTS
  • Average Account Value
    $275,888
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, NH, PA, VA

Financial Advisors at The Prosperity Consulting Group, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Erin M. Ansalvish
CRD#: 5436727
Owings Mills, MD 21117

Erin Ansalvish (CRD# 5436727) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 8 years of experience in the finance industry.

2
Donna C. Gestl
CRD#: 2636738
Owings Mills, MD 21117

Donna Gestl (CRD# 2636738) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 24 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.

3
Donald N. Hoffman
CRD#: 4445738
Owings Mills, MD 21117

Donald Hoffman (CRD# 4445738) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 18 years of experience in the finance industry.

4
William C. Martin
CRD#: 2636897
Owings Mills, MD 21117

William Martin (CRD# 2636897) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 24 years of experience in the finance industry.

5
Harold L. Mohn
CRD#: 6289114
Owings Mills, MD 21117

Harold Mohn (CRD# 6289114) 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.

6
Mark D. Paxton
CRD#: 2861223
Owings Mills, MD 21117

Mark Paxton (CRD# 2861223) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 15 years of experience in the finance industry.

7
Lauren M. Rebbel
CRD#: 4419336
Owings Mills, MD 21117

Lauren Rebbel (CRD# 4419336) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Owings Mills, MD and has over 18 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.

8
Roger M. Richardson
CRD#: 5864007
Owings Mills, MD 21117

Roger Richardson (CRD# 5864007) 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.

9
Linda L. Stapf
CRD#: 2712585
Sykesville, MD 21784

Linda Stapf (CRD# 2712585) is an Investment Advisor Representative working at The Prosperity Consulting Group, LLC in Sykesville, MD and has over 23 years of experience in the finance industry.

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