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Lucinda Lynn Richey

PROSPERITY PLANNING, INC.·NORTH KANSAS CITY, Missouri
Unclaimed Profile
1920 BUCHANAN STREET, NORTH KANSAS CITY, MO 64116CRD# 2723663Firm CRD# 298268
01

About

Lucinda Lynn Richey is a registered financial advisor based in NORTH KANSAS CITY, Missouri, affiliated with PROSPERITY PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROSPERITY PLANNING, INC.
PROSPERITY PLANNING
AUM
$417M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PROSPERITY PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2723663
Firm CRD# 298268
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lucinda Lynn Richey offer?
Lucinda Lynn Richey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH KANSAS CITY, Missouri for a consultation.
What are Lucinda Lynn Richey's credentials?
Lucinda Lynn Richey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lucinda Lynn Richey located?
Lucinda Lynn Richey 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 Lucinda Lynn Richey charge for services?
Lucinda Lynn Richey'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.
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Other advisors in NORTH KANSAS CITY
Kenneth Austin Borum — PROSPERITY PLANNING, INC.Ryan Kent Noble — PROSPERITY PLANNING, INC.Daniel Scott Reiter — PROSPERITY PLANNING, INC.
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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