Daniel Scott Reiter
Investment adviser representative at Prosperity Planning
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$543.2MFirm assets
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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
12 years in the industry.
- Prosperity Planning, Inc.Aug 2018 to now
- Creative PlanningNov 2017 to Jul 2018
- Sound StewardshipMay 2017 to Oct 2017
- Cetera Advisors LLCJul 2015 to May 2017
- Prosperity Planning, Inc.Dec 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 6427884
- Firm CRD
- 298268