Ryan
Walker
Prosperity Planning
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About this Advisor
Ryan Walker is a financial advisor based in Kansas City, Missouri, working with Prosperity Planning. Ryan has previously held positions at New York Life Insurance Company, Cerner Corporation, Full Time Education, College Fresh, Bambino's Italian Restaurant, CoxHealth, Lowe's Home Improvement, PowerPlay, DoorDash, Nylife Securities LLC, Universal Studios, and Prosperity Planning, Inc. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Ryan 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
Services Offered
Fee Structure
Office Location
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Prosperity Planning Brokerage Details
$416,710,344
11
1,211
$344,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ryan Walker Work History
Prosperity Planning, Inc
Nylife Securities LLC
New York Life Insurance Company
Cerner Corporation
Doordash
Coxhealth
Bamibno'S Italian Resturant
Universal Studios
College Fresh
Full Time Education
Lowe'S Home Improvement
Powerplay
Full Time Education
Disclosures
Please visit the SEC profile of Ryan Walker 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
Kansas City, MO
Riverside, MO
Kansas City, MO
Kansas City, MO
Riverside, MO
Kansas City, MO
Riverside, MO
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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