Alana Kay Davis

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

• 10/2014 → 09/2021
  Ameriprise Financial Services, Inc.
  Crown Point, IN
• 09/2021 → 03/2026
  National Life Group
  Crown Point, IN
• 09/2021 → 03/2026
  Equity Services Inc
  Montpelier, VT
• 03/2026 → Present
  Prospera Financial Services Inc.
  Dallas, TX

Previous Registrations

• 2021-09-22 → 2026-03-30
  Equity Services, Inc.
  Chicago, IL
  Crown Point, IN
• 2015-10-13 → 2021-09-08
  Ameriprise Financial Services, Llc
  Crown Point, IN

Other Businesses

Wealth Partners on Main; Investment Related - Yes; 417 N. Main St., 2nd Floor Crown Point, IN, 46307; DBA; Associate Advisor; 09/2024; 20 Hours per Month; 10 During Trading Hours; Help Lead Advisor and Owner Danielle Helfrich with her duties and client needs. Bring in new clients, help with social media, meet with clients as needed, Data Entry for Money Guide Pro.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-12

Other Names

• Alana Kay Furlow
• Alana Furlow