My Prosper Team
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
My Prosper Team provides investment management, financial planning, and financial consultation services to individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations, and businesses. Services are available on an ongoing discretionary or non-discretionary basis as well as on an hourly or project basis for planning and consultation engagements.
The firm emphasizes individualized portfolio construction and documented investment policy statements, and may recommend or utilize unaffiliated independent managers while typically retaining the role of primary adviser. Portfolios can be managed across a range of risk profiles, with a noted emphasis on ETFs, the use of covered-call strategies in some accounts, and periodic monitoring and rebalancing according to each client’s stated objectives.
What distinguishes My Prosper Team from many peers is the owners’ active involvement in affiliated businesses: principals disclose ownership and advisory roles in a series of private real estate offerings (Prosper RED I–VII) and operate an affiliated insurance agency (Prosper Wealth Insurance) whose licensed advisers may receive insurance commissions; a principal is also a licensed mortgage broker and operates an entity providing self-directed IRA services. The brochure discloses these relationships and related conflicts of interest and states clients receive written compensation disclosure and are not required to use the firm’s affiliates.
Client services
Expertise
Occupation focus
Fee options
Financial Planning modular fee of $1200 per module.
$0 - $12,000: Minimum annual fee of $150 Over $12,000+: 1.25% annually
Financial Planning and Consultation Services charged at $250 per hour.
Account minimum: No minimum for general clients; however, there is a minimum annual advisory fee for portfolios with $12,000 or less to initiate services. Minimum fee: Minimum annual advisory fee of $150 for portfolios $12,000 or less, invoiced at engagement and annually thereafter. Fee-only: Advisory fees only; no commissions accepted by the firm.
Main office
3200 Club House Dr., Suite 125
Lehi UT 84043
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Georgia · Hawaii · Illinois · Indiana · Maryland · Minnesota · Nevada · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
My Prosper Team · Prosper Wealth Solutions · Prosper Wealth Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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, Utah, holding Series 65 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Prosper Wealth Solutions, Sprout Financial LLC, and Vantage Point Investments. Outside of advisory work, he owns Prosper Wealth Insurance, LLC, an insurance agency operating alongside his financial advisory practice. My Prosper Team provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction with documented investment policies and offers a range of risk-adjusted strategies, including the use of ETFs and covered-call strategies, while maintaining active involvement in affiliated businesses such as insurance and mortgage 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.
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