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Travis Adam Franks

Prosperity Planning

North Kansas City, MO

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Current Employers
Prosperity Planning

1920 Buchanan Street, North Kansas City, MO 64116 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-07-16
TX RA APPROVED 2025-07-16
  • MO RA
    APPROVED
    Since 2025-07-16
  • TX RA
    APPROVED
    Since 2025-07-16

Branch Locations

1920 Buchanan Street, North Kansas City, MO 64116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prosperity Planning Kansas City MO 07/2025 Present
Prosperity Planning Kansas City MO 07/2024 07/2025
Mu Office For Financial Success Columbia MO 06/2023 05/2024
Prosperity Planning Kansas City MO 06/2023 08/2023
Hy-Vee, Inc. Columbia MO 02/2022 05/2023
Agent Clean Columbia MO 05/2019 08/2019
School Of The Ozarks Point Lookout MO 08/2014 05/2017
Rock Bridge High School Columbia MO 08/2017 05/2018
Christian Fellowship School Columbia MO 08/2018 05/2021
University Of Missouri Columbia MO 08/2021 05/2024
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-26
  • S65 Uniform Investment Adviser Law Examination
    2025-06-26
Designations

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PRIVATE CLIENT SERVICES, LLC
IN THE GAME WEALTH MANAGEMENT
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FLATTERY WEALTH MANAGEMENT LLC
CL MANAGEMENT GROUP LLC

Other Investors

RYAN KENT NOBLE
Justin Ronald Locke
KENNETH AUSTIN BORUM
Daniel Scott Reiter
Ryan Walker
Colten Michael Honigman
Alyssa Claire Hon
James Frederick Watts

Other Offices

CETERA INVESTMENT ADVISERS LLC · NORTH KANSAS CITY, MO
EDWARD JONES · North KANSAS CITY, MO
EDWARD JONES · NORTH KANSAS CITY, MO
PRIVATE CLIENT SERVICES, LLC · NORTH KANSAS CITY, MO
IN THE GAME WEALTH MANAGEMENT · NORTH KANSAS CITY, MO
PFS INVESTMENTS INC. · NORTH KANSAS CITY, MO
PFS INVESTMENTS INC. · NORTH KANSAS CITY, MO
CETERA INVESTMENT ADVISERS LLC · NORTH KANSAS CITY, MO

More in North Kansas City, MO

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