Advisor at Prosperity Wealth management, Inc.
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
Prosperity Wealth management, Inc.
Location
Elsah, IL 62028
Credentials
Series 63, Series 65
Industry experience
34 years
Up to $10,000
$0 - $500,000: 2.00% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.35% $1,000,000+: 1.20%
$250 per hour
Secure Investment Management
2020 - Present (6 years)
JD Mellberg Financial
2020 - Present (6 years)
Severin Investments, LLC
2018 - 2018 (1 year)
Prosperity Wealth management, Inc.
2016 - 2020 (4 years)
The Financial Mgmt Center
2000 - 2018 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®
Saint Charles, MO
Apforia
I’m Mike Hunsberger, the founder and owner of Next Mission Financial Planning. I launched Next Mission after 25-years in the Air Force. I primarily serve military and veterans building their wealth and military retirees preparing for their ultimate retirement. We can help with: - Military benefits planning - Military transition or retirement decisions - Building wealth - Retirement planning - Investments - Tax Planning - Education funding and GI Bill planning We offer: - Ongoing Financial Planning - Ongoing Financial Planning with investment management - Project-based planning - Hourly planning I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified College Financial Consultant, and Military Qualified Financial Planner.
Series 66
St Peters, MO
Edward Jones
CFP®, Series 66
St Peters, MO
Edward Jones
Series 63, Series 66
St Charles, MO
Edward Jones
Series 66
Saint Charles, MO
Fidelity
John Fink is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Relationship Manager and Financial Representative at Fidelity Investments in 2024 and 2023-2024 respectively. Before joining Fidelity, John was an Investor Services Representative at Charles Schwab from 2022 to 2023. John holds a California Insurance License and specializes in holistic financial planning and services. He emphasizes a client-focused approach in his work. Outside of his professional life, John enjoys spending time at the beach, cooking and baking, engaging in family activities, watching movies, caring for pets, and swimming.
Series 66
St Peters, MO
Edward Jones
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