DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > missouri > north kansas city
PROSPERITY PLANNING
Tel: 816-587-7526
1920 Buchanan Street North Kansas City, Missouri 64116
PROSPERITY PLANNING
PROSPERITY PLANNING is a North Kansas City, Missouri based financial advisory firm with nearly $465,026,622 in assets under management and provides investment advisory services for 1320 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
298268
SEC#:
801-113944
No. of Clients:
1320
Assets under Management
$465,026,622
No. of Advisors:
13
More Financial Advisory Firms in North Kansas City, Missouri
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| EDWARD JONES | 250 | 29003 |
| WELLS FARGO ADVISORS | 19616 | 19871 |
| NISA INVESTMENT ADVISORS, LLC | 107313 | 390 |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | 225 |
| OLIVE STREET INVESTMENT ADVISERS, LLC | 166710 | 218 |
| WELLS FARGO ADVISORS | 11025 | 3227 |
More Firms in North Kansas City, Missouri >>