Prosperity Planning
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
10 in our index · page 1 of 1
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Kenneth Austin BorumCRD 4776520 · North Kansas City, MOIA RegisteredRegistration inactive
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Travis Adam FranksCRD 8127353 · North Kansas City, MOIA Registered
-
Alyssa Claire HonCRD 7126216 · North Kansas City, MOIA Registered
-
Colten Michael HonigmanCRD 7031621 · North Kansas City, MOIA Registered
-
Justin Ronald LockeCRD 7714628 · North Kansas City, MOIA Registered
-
Ryan Kent NobleCRD 4931140 · North Kansas City, MOIA RegisteredRegistration inactive
-
Lucinda Lynn RicheyCRD 2723663 · North Kansas City, MOIA RegisteredRegistration inactive
-
Daniel Scott ReiterCRD 6427884 · North Kansas City, MOIA RegisteredRegistration inactive
-
Ryan WalkerCRD 7445867 · North Kansas City, MOIA Registered
-
James Frederick WattsCRD 8251070 · North Kansas City, MOIA Registered
1–10 of 10
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 298268 ↗
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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.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.