Kirsten Lee Schlumbohm
Investment adviser representative at Prosperity Capital Advisors
12 yearsExperience
2 statesRegistered in
$4.4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Prosperity Capital AdvisorsApr 2022 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsJun 2021 to now
- C2p Enterprises, LLCJun 2021 to now
- UnemployedOct 2020 to Jun 2021
- Fidelity InvestmentsNov 2019 to Oct 2020
- Tucker AdvisorsJan 2019 to Sep 2019
- Fidelity and GuarantyMar 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, OR).
Prosperity Capital Advisors
Legal name: C2p Capital Advisory Group, LLC
$4.4BAssets managed
7,548Clients
103Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4474988
- Firm CRD
- 156480