Ryan James Robertson

Employer firm

My Prosper Team CRD 311144

$58.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2006 → 01/2017
  J Rob Ventures
  St. George, UT
• 01/2014 → 12/2017
  Private Capital Group
  Alpine, UT
• 01/2018 → 01/2020
  Sprout Financial
  Lehi, UT
• 01/2020 → 05/2021
  Sprout Residential Fund
  Lehi, UT
• 12/2020 → Present
  Prosper Wealth Solutions Llc Dba My Prosper Team
  Lehi, UT
• 03/2021 → Present
  Prosper Wealth Insurance, Llc
  Lehi, UT

Previous Registrations

• 2018-10-24 → 2020-01-14
  Sprout Advisers
  Lehi, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-23
• S63 Uniform Securities Agent State Law Examination
  2017-12-29