Daniel
Reiter
Prosperity Planning
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About this Advisor
Daniel Reiter is a certified financial planner who works out of Riverside, Missouri with a total of 5 years of relevant experience. Reiter works at Prosperity Planning. The advisor has gained experience at Prosperity Planning, Inc, Central States Claims Service, Cetera Advisors LLC, Sound Stewardship and Creative Planning. Reiter holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri and Texas. Prosperity Planning is a registered investment company that has its headquarters in Riverside, MO. It controls $342 million in assets among its 1,112 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 1,112 client accounts, 33% belong to high-net-worth individuals who have greater than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management are based on which services are offered. However, fee types charged by Prosperity Planning most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Planning Brokerage Details
$342,073,314
11
1,112
$307,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Daniel Reiter Work History
Daniel has been registered as a financial advisor for 5 years.*
Prosperity Planning, Inc
Sound Stewardship
Creative Planning
Cetera Advisors LLC
Prosperity Planning, Inc
Central States Claims Service
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Reiter 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
Riverside, MO
Riverside, MO
Riverside, MO
Riverside, MO
Riverside, MO
Riverside, MO
Riverside, MO
Riverside, MO
The content in this profile was updated by SmartAsset on 4/16/2023. 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.