Kirk John Halveland

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → 05/2025
  Cutter & Company, Inc.
  Ballwin, MO
• 05/2025 → Present
  Prospera Financial Services, Inc.
  Dallas, TX

Previous Registrations

• 2008-02-04 → 2025-05-16
  Cutter & Company, Inc.
  Fenton, MO
  Ballwin, MO
• 2006-09-27 → 2008-02-21
  Stifel, Nicolaus & Company, Incorporated
  Clayton, MO
  Clayton, MO

Other Businesses

1- CUTTER ADVISORS GROUP/ DBA ONLY/ 100% OF THE TIME/ ST. LOUIS, MO 2- LUTHERAN HIGH SCHOOL ASSOC. / NOT INVESTEMENT RELATED / 5401 LUCAS & HUNT RD, ST. LOUIS, MO /SOCCER COACH WOMENS JV / 10HRS WEEK, NOT DURING TRADING HRS / COMPENSATION $2K ANNUALLY 3- UNICITY; INVESTMENT RELATED - NO; 8350 BRIOVA DR, LAS VEGAS, NV 89113; METABOLIC HEALTH COMPANY; DISTRIBUTOR; 12/2025; 8 HOURS PER MONTH; 0 DURING TRADING HOURS; EDUCATING PEOPLE OF THE BENEFITS OF METABOLIC SUPPLEMENTS DRINKS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-25
• S63 Uniform Securities Agent State Law Examination
  1996-04-11