Colten Michael Honigman

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

• 05/2016 → 03/2017
  Jds Detailing
  Harrisonville, MO
• 06/2017 → 01/2018
  Goppert Financial Bank
  Pleasant Hill, MO
• 09/2018 → 10/2018
  State Street
  Kansas City, MO
• 04/2010 → 05/2020
  Homeschooled
  Harrisonville, MO
• 10/2018 → Present
  Prosperity Planning Inc.
  Riverside, MO
• 10/2018 → Present
  Prosperity Planning, Inc
  Riverside, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-28

Designations

• Certified Financial Planner