Cincinnati, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,726,125,063
ClientsTotal clients
18,706
AdvisorsAdvisors at this office
2
Of 272 advisors across 130 offices
Location
250 W Court Street, Suite 125 E
Cincinnati OH 45202
Advisors at this office
2
Advisors at this office
Stephen C
CFP®, ChFC®, Series 63, Series 65
Cincinnati, OH
Prospera Financial Services, inc.
Stephen Crone is a financial advisor with Prospera Financial Services, Inc. He holds CFP® and ChFC® designations and has 36 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC and Summit Financial Group Inc. Crone is also a partner in Wilson Crone, where he is involved in insurance sales and services. Prospera Financial Services is a multi-team firm managing approximately $12.4 billion across 207 advisors and serves individual, corporate, charitable, and retirement plan clients. The firm offers diversified investment advisory and financial planning services through various platforms and combines firm models, third-party sub-advisers, and customizable allocations.
Ricki W
Series 63, Series 65
Cincinnati, OH
Prospera Financial Services, inc.
Ricki Wilson is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC and Summit Financial Group Inc. He also operates a d/b/a, Wilson Crone, providing registered representative services. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering a range of advisory and financial planning services across multiple platforms and delivery vehicles.
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