Kirsten
Schlumbohm
Prosperity Capital Advisors
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About this Advisor
Kirsten Schlumbohm is a financial advisor based in Westlake, Ohio, working with Prosperity Capital Advisors. Kirsten has previously held positions at Fidelity Investments, Tucker Advisors, Fidelity And Guaranty, and Prosperity Capital Advisors. Kirsten has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Kirsten is part of Prosperity Capital Advisors, which operates out of Westlake, Ohio. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and 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, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$2,245,308,171
202
9,396
$238,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kirsten Schlumbohm Work History
Prosperity Capital Advisors
Fidelity Investments
Tucker Advisors
Fidelity And Guaranty
Disclosures
Please visit the SEC profile of Kirsten Schlumbohm 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 Capital Advisors
South Easton, MA
Westlake, OH
Westlake, OH
Arden, NC
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
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