PROSPERITY PLANNING, INC. of NORTH KANSAS CITY, MO is an SEC-registered investment adviser (CRD 298268). Regulatory assets under management: $543.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |