Daniel Scott Reiter

Employer firm

Prosperity Planning CRD 298268

$543M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 05/2017
  Prosperity Planning, Inc.
  Kansas City, MO
• 07/2015 → 05/2017
  Cetera Advisors Llc
  Denver, CO
• 05/2017 → 10/2017
  Sound Stewardship
  Overland Park, KS
• 11/2017 → 07/2018
  Creative Planning
  Leawood, KS
• 08/2018 → Present
  Prosperity Planning, Inc.
  North Kansas City, MO

Previous Registrations

• 2017-11-21 → 2018-07-30
  Creative Planning
  Leawood, KS
  Overland Park, KS
• 2017-06-14 → 2017-11-06
  Sound Stewardship, Llc
  Overland Park, KS
• 2016-01-06 → 2017-06-08
  Cetera Advisors Llc
  Kansas City, MO

Other Businesses

Kansas State University; Adjunct Instructor; Investment related: No; 919 Mid-Campus Dr. North, Manhattan, KS; Description of the business: University; Responsibilities Duties: Teach personal financial planning curriculum as adjunct instructor in Personal Financial Planning program..; Start date: 2023-09-01; Hours devoted to business outside trading hours: 6/month DSR Tax and Consulting, LLC; Owner and CPA; Investment Related: no; 17889 Sunset Drive, Weston, MO; Tax preparation and tax consulting services; Start Date: 9/1/2024; Approximate Hours Per Month: 4

Exams

• S66 Uniform Combined State Law Examination
  2015-12-29

Designations

• Certified Financial Planner