Baton Rouge, LA Office
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Prostatis Financial Advisors Group
Team
Firm-wide stats for Prostatis Financial Advisors Group
About
Prostatis Financial Advisors Group provides investment management and financial planning to individuals (including high‑net‑worth clients), as well as foundations, trusts, estates, corporations, and charitable organizations. Its services include discretionary and non‑discretionary portfolio management, financial planning delivered through an online portal, and coordination of tax and estate planning as part of the advice process.
The firm follows a top‑down, tactical asset‑allocation approach with sector rotation and a relative growth/value framework, offering both growth and fixed‑income strategies with periodic rebalancing. Prostatis routinely allocates portions of client portfolios to independent third‑party managers and model portfolios, and describes a due‑diligence and oversight process for those managers — including managers that may employ AI or machine‑learning models.
Several features in the brochure distinguish Prostatis from many peers: it discloses affiliated entities that provide estate‑planning documents and tax preparation, and notes that firm principals and some IARs also act as licensed insurance agents, with the associated commission conflicts explicitly disclosed. The brochure also details the firm’s use of third‑party managers, lead‑generation arrangements and expense reimbursements, and includes extensive disclosures and supervisory procedures related to machine‑learning/AI use and related risks.
Based on Prostatis Financial Advisors Group
Expertise
Based on Prostatis Financial Advisors Group
Location
9026 Jefferson Hwy, Suite 102
Baton Rouge LA 70809
Advisors at this office
3
Advisors at this office
Ashley M
Series 65
Baton Rouge, LA
Prostatis Financial Advisors Group
Ashley Michelli is a financial advisor at Prostatis Financial Advisors Group in Baton Rouge, LA, holding a Series 65 designation with one year of industry experience. She has been with Prostatis Financial Advisors Group, doing business as Game Changer Wealth, since 2019 and was self-employed for five years prior. Prostatis Financial Advisors Group serves individual, high-net-worth, and institutional clients, managing approximately $509 million in assets through a multi-team of 18 advisors. The firm uses a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.
Andrew D
Series 66
Baton Rouge, LA
Prostatis Financial Advisors Group
Andrew Duckworth is a financial advisor with Prostatis Financial Advisors Group in Baton Rouge, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera Investment Services, Hancock Whitney Bank, J.P. Morgan Securities, and Edward Jones. Outside of finance, he provides color commentary for Denham Springs High School football broadcasts through Jon Fine Productions. Prostatis Financial Advisors Group serves individual and high-net-worth clients as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, managing approximately $509 million in client assets across a multi-team of 18 advisors.
Jerry L
Series 65
Baton Rouge, LA
Prostatis Financial Advisors Group
Jerry Linebaugh II is a financial advisor at Prostatis Financial Advisors Group in Baton Rouge, LA, with eight years of industry experience. He holds a Series 65 designation and has held roles at several firms including Foundations Investment Advisors LLC and Simplicity Wealth LLC. In addition to his advisory work, he manages a tax planning and preparation business and is a licensed insurance agent. Prostatis Financial Advisors Group provides investment management and financial planning to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation approach with sector rotation and uses independent third-party managers and model portfolios as part of its investment process.
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