Daniel Reiter (CRD# 6427884) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 8 years of experience in the finance industry. Daniel Reiter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Prosperity Planning, Inc. | Riverside, MO | Aug 2018 - Current | 5 |
Creative Planning | Leawood, KS | Nov 2017 - Jul 2018 | < 1 |
Sound Stewardship | Overland Park, KS | May 2017 - Oct 2017 | < 1 |
Cetera Advisors LLC | Denver, CO | Jul 2015 - May 2017 | 1 |
Prosperity Planning, Inc. | Kansas City, MO | Dec 2014 - May 2017 | 2 |
Central States Claims Service | Platte City, MO | Dec 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- MO
- TX
-
Total Assets Under Management417MILLIONS
-
Total Number of Accounts1,211ACCOUNTS
-
Average Account Value$344,104
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, FL, KS, MO, TX, WA
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