Invested Better
Unclaimed

Unclaimed

Unclaimed

Kenneth Alan Wessels

Prosperity Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kenneth? Claim Your Profile

About Kenneth Alan Wessels

Kenneth Alan Wessels is a financial advisor at Prosperity Wealth Management, Inc. Kenneth has been in the financial services industry since January 2006. Kenneth holds the Series 6, 7, and 66 licenses. Kenneth also has a license to sell non-variable insurance products. Kenneth is a member of the Lions Club in Bossier City, Louisiana. Kenneth specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Kenneth Wessels is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kenneth Wessels’s Registration & Firm History

LA

01/03/2020 - Present

Prosperity Wealth Management, Inc. (Benton LA)

LA

01/31/2006 - 04/23/2018

ONEAMERICA SECURITIES, INC. (Benton LA)

Not sure if Kenneth Alan Wessels is right for you?

Licenses & Designations

BOTH

Issued 11/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/30/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Alan Wessels.
Not sure if Kenneth Alan Wessels is right for you?