Janessa Price
Advisor at Prosperilux LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prosperilux LLC
Location
Denmark, WI
Credentials
Series 63, Series 65
Industry experience
7 years
About
Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.
Client services
Based on Prosperilux LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Prosperilux LLC
Options & derivatives strategies
Cash flow / budgeting
Retirement income strategy
Wealth management
Fee options
Financial planning flat fees ranging from $250 to $5,000 depending on complexity and scope.
$0 - $750,000: 1.25% annually $750,000 - $1,500,000: 1.00% annually $1,500,000 - $3,000,000: 0.90% annually $3,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.75% annually $10,000,000+: negotiable
Insurance commissions received by principal from insurance sales as an independent insurance agent; not part of advisory fees.
$250 per hour for financial planning and consulting services.
Account minimum: $250,000 Fee-only: Flat/breakpoint fee schedule as described; fees billed quarterly in advance.
Location
Denmark, WI
Most active in
Janessa P has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Prosperilux, LLC
2025 - Present (1 year)
Prosperilux, LLC
2025 - Present (1 year)
Annex Wealth Management, LLC
2023 - 2024 (1 year)
Harbour Investments, Inc.
2018 - 2023 (5 years)
Gannett Media Co.
2013 - 2018 (5 years)
Janessa Price, Sole Proprietor
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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