AdvisorOS Directory
Claim Profile
Unclaimed Profile
DR

Daniel Scott Reiter

PROSPERITY PLANNING, INC.·NORTH KANSAS CITY, Missouri
SIE, Series 7, Series 66CFPClean record10 years registeredPROSPERITY PLANNING, INC.
1920 BUCHANAN STREET, NORTH KANSAS CITY, MO 64116CRD# 6427884Firm CRD# 298268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Scott Reiter · NORTH KANSAS CITY, MO
Registration
CRD #6427884 · PROSPERITY PLANNING, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

PROSPERITY PLANNING
Sep 2018 – present
CREATIVE PLANNING
Nov 2017 – Jul 2018
LEAWOOD, KS
SOUND STEWARDSHIP, LLC
Jun 2017 – Nov 2017
OVERLAND PARK, KS
CETERA ADVISORS LLC
Jan 2016 – Jun 2017
KANSAS CITY, MO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 6, 2016
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROSPERITY PLANNING, INC.
CRD 298268 · SEC 801-113944
AUM
$417M
Regulatory assets under management
Employees
11
1,211 client accounts
Services offered by PROSPERITY PLANNING, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PROSPERITY PLANNING, INC. →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NORTH KANSAS CITY?

Browse all registered financial advisors in NORTH KANSAS CITY, Missouri or claim this profile if it's yours.

Browse NORTH KANSAS CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Scott Reiter offer?
Daniel Scott Reiter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH KANSAS CITY, Missouri for a consultation.
What are Daniel Scott Reiter's credentials?
Daniel Scott Reiter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Scott Reiter located?
Daniel Scott Reiter is based in NORTH KANSAS CITY, Missouri, working with PROSPERITY PLANNING, INC.. Their office serves clients in the NORTH KANSAS CITY metropolitan area and surrounding communities.
How does Daniel Scott Reiter charge for services?
Daniel Scott Reiter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSPERITY PLANNING, INC.?
PROSPERITY PLANNING, INC. has approximately 11 employees and manages $417M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PROSPERITY PLANNING, INC.

Lucinda Lynn Richey
NORTH KANSAS CITY, MO
CFP
Ryan Kent Noble
NORTH KANSAS CITY, MO
CFP
Kenneth Austin Borum
NORTH KANSAS CITY, MO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSAINT LOUIS Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Request removal of this profile