Justin Ronald Locke
Investment adviser representative at Prosperity Planning
15 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
15 years in the industry.
- Prosperity Planning, Inc.Jan 2023 to now
- Promedica HospiceDec 2015 to Jan 2023
- Holden First Baptist ChurchAug 2011 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7714628
- Firm CRD
- 298268