Travis Adam Franks

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

• 07/2025 → Present
  Prosperity Planning
  Kansas City, MO
• 07/2024 → 07/2025
  Prosperity Planning
  Kansas City, MO
• 06/2023 → 05/2024
  Mu Office For Financial Success
  Columbia, MO
• 06/2023 → 08/2023
  Prosperity Planning
  Kansas City, MO
• 02/2022 → 05/2023
  Hy-Vee, Inc.
  Columbia, MO
• 05/2019 → 08/2019
  Agent Clean
  Columbia, MO
• 08/2014 → 05/2017
  School Of The Ozarks
  Point Lookout, MO
• 08/2017 → 05/2018
  Rock Bridge High School
  Columbia, MO
• 08/2018 → 05/2021
  Christian Fellowship School
  Columbia, MO
• 08/2021 → 05/2024
  University Of Missouri
  Columbia, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-26

Designations

• Certified Financial Planner