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James Frederick Watts

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 2026-04-10
  • MO RA
    APPROVED
    Since 2026-04-10

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, Inc. North Kansas City MO 04/2026 Present
Dogwood Wealth Management Leawood KS 01/2026 03/2026
Us Army Fort Leavenworth KS 07/2003 09/2024
Kansas State University Manhattan KS 10/2024 12/2025
  • 04/2026 → Present
    Prosperity Planning, Inc.
    North Kansas City, MO
  • 01/2026 → 03/2026
    Dogwood Wealth Management
    Leawood, KS
  • 07/2003 → 09/2024
    Us Army
    Fort Leavenworth, KS
  • 10/2024 → 12/2025
    Kansas State University
    Manhattan, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-25
  • S65 Uniform Investment Adviser Law Examination
    2025-09-25

View on SEC IAPD

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CL MANAGEMENT GROUP LLC

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Colten Michael Honigman
Alyssa Claire Hon
Travis Adam Franks

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

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