Prosperity Capital Advisors
Financial Services
30400 Detroit Road
17 employees
- Employees
- 17
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Prosperity Capital Advisors Overview
- Headquarters
- 30400 Detroit Road
- Phone Number
- Available in AeroLeads
- Industry
- Financial Services
- Employees
- 17
- Founded
- 2011
- Funding
- 2025
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Prosperity Capital Advisors
At Prosperity Capital Advisors (PCA), we provide more than just investments. We provide solutions to simplify and solve the complex challenges and opportunities you face as an investor every day. As an organization, we’re committed to looking at the big financial picture and providing congruent and holistic services to you. Financial products and portfolios should be used solely as instruments to help you obtain your overall financial goals and objectives. With the countless financial vehicles that are available today, a cohesive wealth management plan can work to identify gaps and inefficiencies to provide accurate product and portfolio recommendations. As such, financial planning is the foundational service that PCA provides. We offer you the one-on-one support you need from a fiduciary advisor – and a team of highly specialized professionals focused on your unique situation will help support the development of your plan behind the scenes, including CERTIFIED FINANCIAL PLANNERTM professionals, tax professionals, insurance agents and more.
Prosperity Capital Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Prosperity Capital Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Louise Marie Cole | Family Legacy Connect - owner | Southport, North Carolina, United States |
Email
Phone
|
| Wayne Barker, Chfc® | Cleveland, Ohio, United States |
Email
|
|
| Scott Rister | Co-president & Chief Financial Officer |
View
|
|
| Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf | Financial Professional - Author | Ottumwa, Iowa, United States |
Email
Phone
|
Employees by Management Level
Executive
4 profiles
Individual contributor
2 profiles
VP / Head
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 2 |
| General | 2 | 2 | 1 |
| Finance | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
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