Alyssa Claire Hon

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

• 01/2016 → 12/2017
  K& E Flat Work
  Riverside, MO
• 08/2015 → 12/2019
  Missouri Western State University
  St. Joseph, MO
• 03/2019 → 08/2020
  Prosperity Planning Inc
  Kansas City, MO
• 08/2020 → Present
  Prosperity Planning, Inc
  North Kansas City, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-27

Designations

• Certified Financial Planner