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Justin Ronald Locke

Prosperity Planning

North Kansas City, MO

CRD 7714628

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Employer firm

Prosperity Planning CRD 298268

$543M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Prosperity Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-25
MO RA APPROVED 2023-03-23
  • TX RA
    APPROVED
    Since 2023-04-25
  • MO RA
    APPROVED
    Since 2023-03-23

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
Holden First Baptist Church Holden MO 08/2011 12/2017
Promedica Hospice Butler MO 12/2015 01/2023
Prosperity Planning, Inc. Kansas City MO 01/2023 Present
  • 08/2011 → 12/2017
    Holden First Baptist Church
    Holden, MO
  • 12/2015 → 01/2023
    Promedica Hospice
    Butler, MO
  • 01/2023 → Present
    Prosperity Planning, Inc.
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-14
  • S65 Uniform Investment Adviser Law Examination
    2023-03-14
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PRIVATE CLIENT SERVICES, LLC

Nearby Investors

RYAN KENT NOBLE
KENNETH AUSTIN BORUM
Daniel Scott Reiter

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · NORTH KANSAS CITY, MO
EDWARD JONES · North KANSAS CITY, MO
EDWARD JONES · NORTH KANSAS CITY, MO

More in North Kansas City, MO

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