| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Scott Reiter Control | Partner, Vice President | 25-50% | 2019 |
| Kenneth Austin Borum Control | Partner | 10-25% | 2018 |
| Lucinda Lynn Richey Control | Partner | 10-25% | 2018 |
Prosperity Planning, Inc. reports $465 million in regulatory assets under management on its Form ADV.
Prosperity Planning, Inc. reports 13 employees.
Prosperity Planning, Inc. is based in North Kansas City, MO and has been SEC-registered since 2018.
Prosperity Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1920 Buchanan Street, North Kansas City, MO 64116 |
| Phone | 816-587-7526 |
| Fax | 816-587-0960 |
| Office hours | 8:30 - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $458M |
| Non-discretionary | $7M |
| Total (RAUM) | $465M |