Ryan Walker
Investment adviser representative at Prosperity Planning
24 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
24 years in the industry.
- Prosperity Planning, IncMar 2022 to now
- Nylife Securities LLC.Jan 2022 to Mar 2022
- DoordashDec 2021 to Dec 2021
- New York Life Insurance CompanyNov 2021 to Mar 2022
- Cerner CorporationMay 2021 to Nov 2021
- CoxhealthFeb 2020 to May 2021
- Bamibno's Italian ResturantOct 2019 to Feb 2020
- Universal StudiosJun 2019 to Jul 2019
- College FreshSep 2018 to Oct 2019
- Full Time EducationAug 2017 to May 2021
- Lowe's Home ImprovementMay 2017 to Sep 2018
- PowerplayJan 2015 to May 2017
- Full Time EducationSep 1998 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7445867
- Firm CRD
- 298268