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KW

Kristof Wild

PROSPERA FUNDS
Isle of Palms, SC
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CRD#: 7295947
KW

Professional summary


Kristof Wild is a registered financial advisor currently at PROSPERA FUNDS, INC. located in Isle Of Palms, South Carolina.

Kristof is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kristof has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


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.
Newpath Mutual Insurance Company - April 2021- Present, Board of Directors, President, 4 hours per week of activity (0 during securities hours), non-investment related business (healthcare), advisory function for risk pooling facility, $60,000 dollars per year of annual compensation, 222 S. Main St, Suite 500 Salt Lake City, UT 84101 Thrive Series Trust - June 2025 - Present, CFO, Secretary, 5 hours per week, Investment related activity, conduct quarterly reviews of funds and advisor's that are a part of the series trust infrastructure THRV Prospera Income ETF - September 2025 - Present, Portfolio Manager, 20-25 hours per week, investment related activity, part of the investment team and investment committee and portfolio management team of Prospera Funds Inc, acting as the advisor to Prospera Income ETF.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kristof Wild's 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®
None

Experience


Current

October 15, 2025 - Present

PROSPERA FUNDS, INC.

RIA
CRD#: 331765
Isle of Palms, SC
Past

January 25, 2022 - October 17, 2025

MODERN CAPITAL MANAGEMENT, CO.

RIA
CRD#: 306631
CHARLESTON, SC
Past

January 6, 2022 - December 5, 2023

MODERN CAPITAL ADVISORS, LLC

RIA
CRD#: 131117
RALEIGH, NC
Past

August 24, 2021 - December 31, 2021

MODERN CAPITAL MANAGEMENT, CO.

RIA
CRD#: 306631
MT. PLEASANT, SC
Past

September 22, 2020 - December 31, 2021

MODERN CAPITAL ADVISORS, LLC

RIA
CRD#: 131117
Mount Pleasant, SC

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".
PF
PROSPERA FUNDS, INC.
PROSPERA FUNDS, INC.

CRD#: 331765 / SEC#: 801-132209

RIA
Registered Investment Advisory firm - (3/31/2025 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
South Carolina
(10/15/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/14/2020
Uniform Investment Adviser Law Examination

Current Firm


PF
PROSPERA FUNDS, INC.
PROSPERA FUNDS, INC.

CRD#: 331765 / SEC#: 801-132209

RIA
Registered Investment Advisory firm - (3/31/2025 Approved)
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Contact information


Main Address
119 Charleston Boulevard Suite 66, Isle Of Palms, SC 29451
Mailing Address
Phone number
(512) 660-8038
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

PROSPERA FUNDS DISCLOSURE BROCHURE (3/31/2025)
0

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.

Company Information


PROSPERA FUNDS, INC.

CRD#: 331765Isle Of Palms, SC

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