Brian Hurley Prosser

Employer firm

Family Legacy Planning CRD 294277

$169M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2007 → 05/2021
  North Bay Regional Center
  Santa Rosa, CA
• 05/2021 → 11/2023
  Thrivent Investment Management Inc
  Colorado Springs, CO
• 06/2021 → 11/2021
  Thrivent Financial
  Appleton, WI
• 11/2021 → 11/2023
  Thrivent Financial
  Appleton, WI
• 12/2023 → Present
  Family Legacy Planning
  Bentonville, AR

Previous Registrations

• 2021-09-03 → 2023-12-04
  Thrivent Investment Management Inc.
  Greenwood Village, CO
  Colorado Springs, CO

Other Businesses

1) INSURANCE AGENT - 7/2021 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 50% OF TIME IS SPENT ON INSURANCE BUSINESS. 1003 SE 14TH ST., SUITE 15, BENTONVILLE, AR 72712.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-02

Other Names

• Brian Prosser