# PROSPERITY PLANNING, INC.

PROSPERITY PLANNING, INC. of NORTH KANSAS CITY, MO is an SEC-registered investment adviser.

## Registration

- CRD: 298268
- Type: SEC-registered investment adviser
- SEC file number: 801-113944
- Location: 1920 BUCHANAN STREET, NORTH KANSAS CITY, MO, 64116
- Phone: 816-587-7526
- Latest filing: 2026-05-15
- Regulatory AUM: $543.2M
- Discretionary AUM: $533.6M
- Non-discretionary AUM: $9.6M
- Clients: 13
- Accounts: 1,432

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Lucinda Lynn Richey | PARTNER; PRESIDENT, PARTNER | Kansas City, MO |
| Kenneth Austin Borum | PARTNER; VICE PRESIDENT, PARTNER | — |
| Ryan Kent Noble | PARTNER, CHIEF COMPLIANCE OFFICER; PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Daniel Scott Reiter | PARTNER; PARTNER, VICE PRESIDENT | — |
| RICHEY LUCINDA LYNN | PRESIDENT, PARTNER; PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | — |
| BORUM KENNETH AUSTIN | VICE PRESIDENT, PARTNER | — |
| NOBLE RYAN KENT | PARTNER; PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Reiter Daniel Scott | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298268/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298268/similar
- Related entities: https://search.stillhousedata.com/firm/298268/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298268

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.