Mari Lynn Fries
Investment adviser representative at Prosperitea Planning
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$176.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Prosperitea PlanningOct 2025 to now
- Lead Turn ConsultingJan 2023 to now
- National Association of Tax ProfessionalsAug 2023 to Dec 2024
- Zeiders EnterprisesOct 2020 to Apr 2022
- Hr BlockJan 2009 to Apr 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
Prosperitea Planning
Legal name: Tea & Taxes Company dba Prosperitea Planning
$176.9MAssets managed
121Clients
4Advisers
1 yearIn 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
- 8185401
- Firm CRD
- 282041