Skip to content

Heather Mary Brockhurst

Investment adviser representative at Prosperitas Financial, LLC
11 yearsExperience
1 stateRegistered in
$812.5MFirm assets
5 yearsFirm in business

Are you Heather Mary Brockhurst? Claim your profile

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
  • Pension consulting

Experience

11 years in the industry.

  1. Prosperitas Financial, LLCAug 2023 to now
  2. Massmutual Life Insurance CompanyAug 2021 to now
  3. Heather Brockhurst, LLCAug 2016 to now
  4. MML Investors Services LLCSep 2021 to Aug 2023
  5. Guardian Life Insurance Company of AmericaAug 2019 to May 2021
  6. Park Avenue SecuritiesAug 2019 to May 2021
  7. Ameriprise Financial Services IncMay 2017 to Aug 2017
  8. Hb Homes LLCJul 2015 to Mar 2021

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 1 state (NV).

Prosperitas Financial, LLC

$812.5MAssets managed
2,138Clients
39Advisers
5 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
6260674
Firm CRD
315768
Advisor's SEC record (opens in a new tab)
CallContact this firm