Advisors at this firm
Ryan R
Series 63, Series 65
Lehi, UT
My Prosper Team
Ryan Robertson is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Prosper Wealth Insurance, LLC, Sprout Financial, and Private Capital Group. He also has entrepreneurial experience with J Rob Ventures. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and maintains active involvement in affiliated private real estate offerings and an insurance agency.
Bret E
Series 65
Lehi, UT
My Prosper Team
Bret Everson is a financial advisor at My Prosper Team in Lehi, UT, holding a Series 65 designation with one year of industry experience. He has worked at Everest Linens since 2014. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, uses documented investment policy statements, and may recommend independent managers while typically acting as the primary adviser.
Tyler H
Series 65, Series 66
Lehi, UT
My Prosper Team
Tyler Hansen is a financial advisor with My Prosper Team in Lehi, UT, holding Series 65 and Series 66 credentials and having 10 years of industry experience. He has worked at Prosper Wealth Solutions since 2020, following prior roles at Sprout Financial LLC and Vantage Point Investments. Outside of his advisory role, he owns and operates Prosper Wealth Insurance, an affiliated insurance agency. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often utilizing ETFs and covered-call strategies, and emphasizes documented investment policies and ongoing portfolio monitoring.
Richard A
Series 65, Series 66
Lehi, UT
My Prosper Team
Richard Anderton is a financial advisor with My Prosper Team in Lehi, UT, holding Series 65 and Series 66 licenses and three years of industry experience. He has a background in mortgage lending, currently serving as the lending manager and loan officer at Ridge Home Loans, a mortgage brokerage he owns. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction with documented investment policies and utilizes a range of strategies including ETFs and covered-call approaches, while also maintaining active involvement in affiliated businesses such as real estate offerings and insurance services.
Richard G
Series 63, Series 65
Lehi, UT
My Prosper Team
Richard Grider is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Equip Real Estate, where he is also a licensed real estate agent, as well as several investment and insurance firms. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and offers both discretionary and non-discretionary management tailored to client objectives.