A complete list of active advisors currently associated with Prophet Wealth Management
Warmer can help you find a great advisor at Prophet Wealth Management or one who fits your needs even better.
Prophet Wealth Management provides discretionary portfolio management and general financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm reports about $80.4 million in discretionary assets across roughly 274 client relationships and also offers hourly consulting when clients have no assets to supervise. The firm’s investment process combines traditional research with quantitative techniques such as optimization algorithms, computer‑based risk/return analysis, and statistical models to construct allocations using mutual funds, ETFs, and individual equity and fixed‑income securities. Prophet typically operates under discretionary authority, conducts regular portfolio reviews, and uses third‑party tools and custodial relationships to implement and monitor client strategies. Notable distinctions disclosed in the brochure include a contractual transition‑assistance arrangement with its custodian (LPL Financial LLC) in the form of a multi‑year forgivable loan and related institutional services, which the firm identifies as a material conflict of interest. The brochure also notes the firm’s principal owns several outside business entities and that its advisors are paid by salary and bonus rather than by product commissions.
To learn more about the advisors currently working at Prophet Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Kenosha, WI
| 26
| |
Kenosha, WI
| 4
|
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