Craig
Wisner
Prosperity Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Craig Wisner is a financial advisor operating out of Souderton, Pennsylvania, with a total of 3 years of industry experience. Wisner currently works for Prosperity Wealth Management, Inc. Throughout their career, Wisner has worked at Sei Investments, Accountemp, The Paragon Alliance Group, Fortune Financial Services, Inc, Jll and Prosperity Wealth Management, Inc. Wisner holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Prosperity Wealth Management, Inc is an advisory business that has its headquarters in San Ramon, CA. The investment advisory business has offices in 42 locations and a total of 50 employees. It administers $217 million in total assets between its 1,330 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,330 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. However, fees charged by Prosperity Wealth Management, Inc likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Prosperity Wealth Management, Inc Brokerage Details
$217,168,317
50
1,330
$163,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Craig Wisner Work History
Craig has been registered as a financial advisor for 3 years.*
Prosperity Wealth Management, Inc
The Paragon Alliance Group
Fortune Financial Services, Inc
Accountemp
Jll
Sei Investments
*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 Craig Wisner 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 Wealth Management, Inc
San Ramon, CA
Shreveport, LA
Marietta, GA
Souderton, PA
San Ramon, CA
San Diego, CA
San Ramon, CA
San Ramon, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
