Colten
Honigman

Prosperity Planning

CRD#7031621
Investment Advisor
in Kansas City, MO

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About this Advisor

Colten Honigman is a financial advisor based in Kansas City, Missouri, working with Prosperity Planning. Colten has previously held positions at Jds Detailing, Goppert Financial Bank, State Street, Homeschooled, Prosperity Planning Inc, and Prosperity Planning, Inc. Colten has passed the Series 65 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Colten is part of Prosperity Planning, which operates out of Kansas City, Missouri. The firm has 11 employees and manages assets totaling $416.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Prosperity Planning includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1920 Buchanan Street
Kansas City, MO 64116

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Prosperity Planning Brokerage Details

Total Assets Under Management

$416,710,344

MO Average: $11,469,110,461
Total Number of Employees

11

MO Average: 458
Total Number of Accounts

1,211

MO Average: 33,415
Average Account Size

$344,104

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Colten Honigman Work History

2018 - Present (6 years)

Prosperity Planning Inc

2018 - Present (6 years)

Prosperity Planning, Inc

2018 - 2018 (< 1 year)

State Street

2017 - 2018 (1 year)

Goppert Financial Bank

2016 - 2017 (1 year)

Jds Detailing

2010 - 2020 (10 years)

Homeschooled

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Colten Honigman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity Planning

Alyssa Hon
Kansas City, MO
Justin Locke
Kansas City, MO
Daniel Reiter
Riverside, MO
Colten Honigman
Kansas City, MO
Ryan Noble
Riverside, MO
Kenneth Borum
Kansas City, MO
Lucinda Richey
Riverside, MO
Ryan Walker
Kansas City, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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