Prosperity Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prosperity Financial Group (d/b/a Portfolio Services Group, LLC) offers ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, and pension or profit‑sharing plans, including 401(k) plans. The firm documents client goals and risk tolerances in Investment Policy Statements and provides both discretionary and non‑discretionary management options.
The firm’s investment process blends fundamental analysis, modern portfolio theory and technical analysis and is implemented via a long‑term trading approach, with periodic monitoring and quarterly reporting. For plan sponsors, services include creating written pension consulting plans, recommending and monitoring money managers and investment options, and advising on plan service providers.
Noteworthy distinctions for this firm are its explicit pension consulting practice — including fixed‑fee plan design engagements — and its affiliation with insurance activities; supervised persons are licensed to sell insurance and the firm discloses and documents related conflicts of interest. The firm is small and centrally managed, and it requires clients to use a specified institutional custodian, which it discloses may provide research and operational benefits.
Client services
Expertise
Fee options
Financial planning fees between $1,000 and $5,000; Pension consulting plans fees between $5,000 and $50,000.
$0 - $100,000: 1.50% $100,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Main office
1902 E. Battlefield Rd., Suite A
Springfield MO 65804
Advisors at this office
2
Most active in
Missouri
Also doing business as
Portfolio Services Group, LLC · Portfolio Services Group, LLC. · Prosperity Financial Group
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.
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
Advisors at this firm
Ridge M
Series 65
Springfield, MO
Prosperity Financial Group
Ridge Mc Bride is a financial advisor at Prosperity Financial Group in Springfield, MO. He holds a Series 65 designation and has experience working with Portfolio Services Group, LLC and Menards. Outside of finance, he has worked in retail and manufacturing sectors. Prosperity Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm combines fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading approach and offers both discretionary and non-discretionary management options.
David C
CFP®, Series 63
Springfield, MO
Prosperity Financial Group
David Compere is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Prosperity Financial Group. Prior to joining Prosperity Financial Group in 2025, he spent ten years at UMB Bank. He is also an independent licensed insurance agent. Prosperity Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension or profit-sharing plans, including 401(k)s. The firm combines fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach, and offers both discretionary and non-discretionary management options.
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