PROSPERITY PLANNING, INC.
Legal name: PROSPERITY PLANNING
CRD #298268 SEC #801-113944 NORTH KANSAS CITY, MO 816-587-7526
SEC Registered
Total AUM
$465M
Discretionary
$458M
Employees
13
Clients
251
Accounts
1,320
Firm Details
- Organization Type
- Corporation
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | C | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| NOBLE, RYAN, KENT | I | PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| Reiter, Daniel, Scott | I | PARTNER | C | Control |
| Reiter, Daniel, Scott | I | PARTNER | C | Control |
| Reiter, Daniel, Scott | I | PARTNER | C | Control |
| Reiter, Daniel, Scott | I | PARTNER | C | Control |
| Reiter, Daniel, Scott | I | PARTNER | C | Control |
| Reiter, Daniel, Scott | I | PARTNER, VICE PRESIDENT | C | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | VICE PRESIDENT, PARTNER | B | Control |
| BORUM, KENNETH, AUSTIN | I | PARTNER | B | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER | B | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER | B | Control |
| RICHEY, LUCINDA, LYNN | I | PRESIDENT, PARTNER | B | Control |
| RICHEY, LUCINDA, LYNN | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | B | Control |
| Reiter, Daniel, Scott | I | PARTNER | A | Control |
| Reiter, Daniel, Scott | I | PARTNER | A | Control |
| Reiter, Daniel, Scott | I | PARTNER | A | Control |
Registrations
Federal
IA
Jun 3, 2025 REGISTERED
Notice Filings (7)
CA CO FL KS MO TX WA
Address
1920 BUCHANAN STREETNORTH KANSAS CITY, MO 64116
United States
Phone: 816-587-7526