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PROSPERITY PLANNING, INC.
PROSPERITY PLANNING, INC.
PROSPERITY PLANNING
NORTH KANSAS CITY, Missouri
·
4 registered advisors
·
CRD# 298268
SEC# 801-113944
0
816-587-7526
01
Firm Overview
AUM
$417M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PROSPERITY PLANNING, INC.
4 registered advisors
Daniel Scott Reiter
NORTH KANSAS CITY, Missouri
CRD# 6427884
Kenneth Austin Borum
NORTH KANSAS CITY, Missouri
CRD# 4776520
Lucinda Lynn Richey
NORTH KANSAS CITY, Missouri
CRD# 2723663
Ryan Kent Noble
NORTH KANSAS CITY, Missouri
CRD# 4931140
05
Office Locations
NORTH KANSAS CITY, Missouri
4 advisors
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Data sourced from SEC Form ADV filings. PROSPERITY PLANNING, INC. (CRD# 298268) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.