Kenneth Austin Borum
Investment adviser representative at Prosperity Planning
14 yearsExperience
1 stateRegistered in
$543.2MFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Prosperity Planning, Inc.Apr 2004 to now
- Cetera Advisors LLCJan 2013 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MO).
Prosperity Planning
Legal name: Prosperity Planning, Inc.
$543.2MAssets managed
406Clients
11Advisers
8 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
- 4776520
- Firm CRD
- 298268