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Prosperity Planning

CRD 298268  ·  North Kansas City, MO  ·  $543.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
298268
SEC number
801-113944
Firm type
RIA
Assets under management
$543.2M as of May 15, 2026
Website
www.prosperityplanninginc.com ↗
Phone
816-587-7526
Address
1920 Buchanan Street, North Kansas City, MO, 64116

Advisors at this firm

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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