Colten Michael Honigman
Investment adviser representative at Prosperity Planning
8 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
8 years in the industry.
- Prosperity Planning Inc.Oct 2018 to now
- State StreetSep 2018 to Oct 2018
- Goppert Financial BankJun 2017 to Jan 2018
- Jds DetailingMay 2016 to Mar 2017
- HomeschooledApr 2010 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7031621
- Firm CRD
- 298268