A complete list of active advisors currently associated with Prosperity Financial Group
Warmer can help you find a great advisor at Prosperity Financial Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at Prosperity Financial Group, 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 |
|---|---|---|
Springfield, MO
| 19
| |
Springfield, MO
| 0
|
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