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Daniel Scott Reiter
CRD#: 6427884
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Investment Adviser
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Previous Broker
PROSPERITY PLANNINGCRD#: 298268 1920 Buchanan Street
North Kansas City, MO 64116
Registration History
201520162017201820192020202120222023202420252026IAPROSPERITY PLANNING (CRD# 298268)2018 - Present (6 years)BCETERA ADVISORS LLC (CRD# 10299)2015 - 2017 (1 year)IACREATIVE PLANNING (CRD# 105348)2017 - 2018 (<1 year)IASOUND STEWARDSHIP, LLC (CRD# 129755)2017 - 2017 (<1 year)IACETERA ADVISORS LLC (CRD# 10299)2016 - 2017 (1 year)
License(s)

State Registrations

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Missouri 9/6/2018

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Texas 9/6/2018

Current Registration(s)
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PROSPERITY PLANNING (CRD#:298268)
1920 Buchanan Street, North Kansas City, MO 64116
Registered with this firm since 9/6/2018

Previous Registration(s)
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11/21/2017 - 07/30/2018 CREATIVE PLANNING (CRD#:105348) LEAWOOD, KS
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06/14/2017 - 11/06/2017 SOUND STEWARDSHIP, LLC (CRD#:129755) OVERLAND PARK, KS
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01/06/2016 - 06/08/2017 CETERA ADVISORS LLC (CRD#:10299) KANSAS CITY, MO
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09/10/2015 - 06/08/2017 CETERA ADVISORS LLC (CRD#:10299) KANSAS CITY, MO
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.