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Financial ADVSR advisor directory · SEC adviser records

Prosperity Planning financial advisors in Missouri

Every SEC-registered investment adviser representative at a Prosperity Planning office in Missouri, by city and A to Z.

11 registered advisors work at Prosperity Planning in Missouri, out of 11 nationwide; it's the firm's number 1 state by advisors, and the most are in North Kansas City (11). 8 list the CFP designation and 0 are also registered broker representatives.

Prosperity Planning advisors by city in Missouri

Every firm in Missouri →

North Kansas City 11

Prosperity Planning advisors in Missouri, A to Z

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Prosperity Planning advisors in every state →Prosperity Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Prosperity Planning financial advisors are in Missouri?

11 investment adviser representatives are registered at Prosperity Planning offices in Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.

Where in Missouri does Prosperity Planning have the most advisors?

North Kansas City, with 11. Prosperity Planning has advisors in 1 city in Missouri.

How do I check a Prosperity Planning advisor in Missouri?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Prosperity Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.