Justin
Locke
Prosperity Planning
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About this Advisor
Justin Locke is a financial advisor operating in Riverside, Missouri. Locke is an employee of Prosperity Planning. Over the course of their career, they have held roles at Holden First Baptist Church, Promedica Hospice and Prosperity Planning, Inc. Locke has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Missouri. Prosperity Planning is an advisory business based in Riverside, MO. It oversees $342 million in total assets across its 1,112 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 1,112 client accounts, 33% belong to high-net-worth individuals who have more than $1 million in assets. Prosperity Planning provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules depend on which services the firm provides the client. However, fee types billed by Prosperity Planning most likely include 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
Justin Locke Work History
Justin has been registered as a financial advisor for 0 years.*
Prosperity Planning, Inc
Promedica Hospice
Holden First Baptist Church
*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 Justin Locke 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
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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.
