Daniel S. Reiter

PROSPERITY PLANNING

North Kansas City, MO 64116

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CRD#: 6427884

Professional summary

Daniel Scott Reiter, CFP® is a registered financial advisor currently at PROSPERITY PLANNING located in North Kansas City, Missouri.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Business Succession Planning

Tax Planning

Employee and Employer Plan Ben...

Estate Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

Corporate Executives

Entrepreneurs

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Kansas State University; Adjunct Instructor; Investment related: No; 919 Mid-Campus Dr. North, Manhattan, KS; Description of the business: University; Responsibilities Duties: Teach personal financial planning curriculum as adjunct instructor in Personal Financial Planning program..; Start date: 2023-09-01; Hours devoted to business outside trading hours: 6/month DSR Tax and Consulting, LLC; Owner and CPA; Investment Related: no; 17889 Sunset Drive, Weston, MO; Tax preparation and tax consulting services; Start Date: 9/1/2024; Approximate Hours Per Month: 4

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Scott Reiter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

September 6, 2018 - Present

PROSPERITY PLANNING

Office #1: 1920 Buchanan Street, North Kansas City, MO 64116

RIA

CRD#: 298268

North Kansas City, MO

Past

November 21, 2017 - July 30, 2018

CREATIVE PLANNING

RIA

CRD#: 105348

LEAWOOD, KS

Past

June 14, 2017 - November 6, 2017

SOUND STEWARDSHIP, LLC

RIA

CRD#: 129755

OVERLAND PARK, KS

Past

January 6, 2016 - June 8, 2017

CETERA ADVISORS LLC

RIA

CRD#: 10299

KANSAS CITY, MO

Past

September 10, 2015 - June 8, 2017

CETERA ADVISORS LLC

CRD#: 10299

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PROSPERITY PLANNING

PROSPERITY PLANNING | PROSPERITY PLANNING, INC.

CRD#: 298268 / SEC#: 801-113944

RIA

Registered Investment Advisory firm - (9/6/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(9/6/2018)

IAR

Texas
(9/6/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/29/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/8/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2015

General Securities Representative Examination

Current Firm

PROSPERITY PLANNING

PROSPERITY PLANNING | PROSPERITY PLANNING, INC.

CRD#: 298268 / SEC#: 801-113944

RIA

Registered Investment Advisory firm - (9/6/2018 Approved)

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Contact information

Main Address

1920 Buchanan Street, North Kansas City, MO 64116

Mailing Address

Phone number

(816) 587-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (6/3/2025)

Regulatory assets under management

Total Number of Accounts	1,320
AUM (Assets Under Management)	$ 465,026,622

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel S. Reiter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Scott Reiter's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE PLANNING

SOUND STEWARDSHIP, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

Primary Firm SEC Registration

PROSPERITY PLANNING

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2015

SIE

Date: 6/8/2017

Series 7

Date: 9/10/2015

Current Firm

PROSPERITY PLANNING

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROSPERITY PLANNING

TRUST BUT VERIFY

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