Ottumwa, IA Office

Team
Updated today

Client AUM

$3,780,022,948

Clients

7,469

Advisors

2

Of 100 advisors across 51 offices

Location

2116 North Court, Suite 1

Ottumwa IA 52501

Advisors at this office

2

Advisors at this office

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Blake S

CFP®, Series 66

Ottumwa, IA

Prosperity Capital Advisors

Blake Smith is a CFP® with nine years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. He is a 60% owner of Financial Partners, Inc., through which he manages his advisory and insurance business. Outside his financial work, Mr. Smith is a voting Board Member of the American Home Finding Association and co-chairs the Wapello County GOP. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management services to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Melody L

Series 66

Ottumwa, IA

Prosperity Capital Advisors

Melody Lowe is a financial advisor with Prosperity Capital Advisors in Ottumwa, IA, holding a Series 66 license and 15 years of industry experience. She previously worked at SPC and Sigma Financial Corporation and is a 10% owner of Financial Partners, Inc. Outside of advising, Ms. Lowe owns a freelance personal book and screenwriting business, provides administrative services for Ottumwa Habitat for Humanity, operates Retro Remedies offering homeopathic services, and participates seasonally as Mrs. Claus in local tea parties. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and works with multiple providers while also serving as a Turnkey Asset Manager Program (TAMP) and sub-advisor to other RIAs.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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