Prosperity Advisory Group

  • Investment Bank/Securities Brokerage
  • Overland Park KS
  • 44 employees
  • Investment Management
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Company Overview

Headquarters
10955 Lowell Ave, Overland Park KS
Website
prosperityadvisors.com
Phone
(913) 451-****
Employees
44
Founded in
1989
Industry
Investment Bank/Securities Brokerage
SIC Code
6722 - Management Investment Offices, Open-end
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Financials & Stats

Revenue

$50B

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Who is Prosperity Advisory Group

Prosperity Advisory Group is a company based in Overland Park, Kansas, that focuses on providing financial guidance and investment management services. The firm employs 44 individuals and generates an annual revenue of $50 million. Prosperity Advisory Group assists clients with a range of financial planning needs, including investments, retirement planning, and portfolio management. Their team of analysts, administrators, and advisors works closely with each client to develop personalized solutions tailored to their specific circumstances and goals. The company emphasizes a client-centric approach, believing in the principle that their success is directly tied to the success of their clients. With over 30 years of combined experience, Prosperity Advisory Group's leadership team has navigated various market conditions and financial challenges, providing clients with valuable insights and guidance. Their commitment to helping clients achieve financial well-being is reflected in their core value: "...it is only by helping OTHERS prosper, that we prosper ourselves...". Clients can reach Prosperity Advisory Group at their Overland Park office at 10955 Lowell Avenue, Suite 900, Overland Park, KS 66210, by phone at 913-451-4501, or through their website at prosperityadvisors.com.

Company Leadership

Susan Echols

Director of Client Services

Phone Email
Cole Christopherson

Investment Professional

Phone Email
Alyssa Girod

Director Of Client Services

Phone Email

Prosperity Advisory Group Industry Tags

Investment Services
Retirement Income
Financial Advisory
Retirement Planning
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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FAQ

What is the location of Prosperity Advisory Group's headquarters?
The headquarters of Prosperity Advisory Group are situated at 10955 Lowell Ave, Overland Park KS
What is Prosperity Advisory Group's phone number?
Prosperity Advisory Group's contact number is (913) 451-****.
What is Prosperity Advisory Group's official website?
The official website of Prosperity Advisory Group can be found at prosperityadvisors.com.
What is Prosperity Advisory Group's current revenue?
As of October 2016, Prosperity Advisory Group's annual revenue reached $50B.
How many employees does Prosperity Advisory Group currently have?
Prosperity Advisory Group employs approximately 44+ people as of October 2016
Which industries is Prosperity Advisory Group primarily operating in?
Prosperity Advisory Group operates in the following industries: Investment Management
Who is the Director of Client Services of Prosperity Advisory Group?
Prosperity Advisory Group's Director of Client Services is Susan Echols
What are Prosperity Advisory Group's industry tags?
Prosperity Advisory Group's industry tags include: Investment Services, Retirement Income, Financial Advisory
When was Prosperity Advisory Group founded?
Prosperity Advisory Group was founded in 1989.

Employee Directory

Key Employees

Scott Kruse

Information Technology Associate

Phone Email

Joseph Pelle

Partner/SVP of Employer Retirement Plans, Financial Advisor

Phone Email

Brett Jergens

Chief Investment Officer, Investment Advisor Representative

Phone Email

Stasha Case

Senior Customer Service Representative

Phone Email