{"id":19,"date":"2014-03-31T20:37:41","date_gmt":"2014-04-01T01:37:41","guid":{"rendered":"http:\/\/optimalwebdemo.biz\/prospera\/?page_id=19"},"modified":"2026-06-26T14:11:30","modified_gmt":"2026-06-26T19:11:30","slug":"investment-services","status":"publish","type":"page","link":"https:\/\/myprospera.com\/es\/investment-services","title":{"rendered":"Servicios de inversi\u00f3n de Prosperity Partners"},"content":{"rendered":"\n\n<div class=\"c-split-hero\">\n\t<div class=\"c-split-hero__visual\">\n\t\t<img width=\"1024\" height=\"580\" src=\"https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt.jpg\" class=\"c-split-hero__image\" alt=\"Woman hugging her husband at the breakfast table.\" srcset=\"https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt.jpg 1024w, https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt-300x170.jpg 300w, https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt-768x435.jpg 768w, https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt-953x540.jpg 953w, https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt-763x432.jpg 763w, https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt-477x270.jpg 477w, https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt-847x480.jpg 847w, https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt-480x272.jpg 480w, https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt-806x457.jpg 806w, https:\/\/myprospera.com\/wp-content\/uploads\/2019\/11\/investment-services-hero-1024px-opt-640x363.jpg 640w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t<\/div>\n\n\t<div class=\"c-split-hero__message\">\n\t\t<h1 class=\"c-split-hero__heading\">\n\t\t\t<span class=\"c-split-hero__heading-default\">Prosperity Partners<\/span><span class=\"c-split-hero__heading-scripted\">your financial dots&#8230;..connected<\/span>\t\t<\/h1>\n\n\t\t\t\t<div class=\"c-split-hero__supporting\">\n\t\t\t<p>Simplifying investment services in a complex financial world.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\t\t<div class=\"c-split-hero-cta track-link\" id=\"js-split-hero-cta\">\n\t\t\t<a class=\"c-split-hero-cta__button -button-yellow\" href=\"#schedule-an-appointment\">Schedule Appointment<\/a>\t\t\t<p class=\"c-split-hero-cta__helper track-link\" id=\"js-split-hero-helper\">Or call <a href=\"tel:920-882-4783\">920-882-4783<\/a> during business hours to engage with a Prosperity Partner right away.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n<\/div><!-- .c-split-hero -->\n\n\n\n<div class=\"c-prosperity-partners\">\n\t<div class=\"c-prosperity-partners__container\">\n\t<!-- <span class=\"c-prosperity-partners__logo\" aria-hidden=\"true\"><\/span> -->\n\t\t\t\t<h2 class=\"c-prosperity-partners__heading\">\n\t\t\tOne call to Prosperity Partners, and we take care of it all\t\t<\/h2>\n\t\t\n\t\t<div class=\"c-prosperity-partners__logos\">\n\t\t\t<span class=\"c-prosperity-partners__logo\" aria-hidden=\"true\"><\/span>\n\t\t\t<a class=\"c-prosperity-partners__brokercheck-logo\" href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\">\n\t\t\t\tCheck the background of this investment professional on FINRA\u2019s BrokerCheck\n\t\t\t<\/a>\n\t\t<\/div>\n\n\t\t\t\t<div class=\"c-prosperity-partners__wrapping-content\">\n\t\t\t<p>Prosperity Partners is our way of simplifying what can be a complex and confusing financial world.<\/p>\n<p>Our integrated Financial Advisor makes it easy for you to live life in full without the hassle of lots of legwork so that you can strive for more prosperity in every area of your life.<\/p>\n<p>You don\u2019t have to be rich to take advantage of Prosperity Partners&#8217; investment services. Start small, and we\u2019ll help you accelerate and grow your financial well-being.<\/p>\n\t\t<\/div>\n\t\t\t<\/div>\n<\/div><!-- .c-prosperity-partners -->\n\n\n\n\n<div class=\"c-icon-features\">\n\t<div class=\"c-icon-features__container\">\n\t\t\t\t<h2 class=\"c-icon-features__heading\">How we work for you<\/h2>\n\t\t\n\t\t\n\t\t<div class=\"c-icon-features__wrapper\" data-cols=\"3\">\n\t\t\t\t\t\t<div class=\"c-icon-feature\">\n\t\t\t\t<h3 class=\"c-icon-feature__heading\">\n\t\t\t\t\t\t<span class=\"c-icon-feature__icon -icon-rocket-launched--greyscale\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\t\t<span style=\"font-style: italic;\">Launch<\/span> New Investors\n\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t<div class=\"c-icon-feature__content\">\n\t\t\t\t\t<p>Helping new investors get the right start with single or systematic investment product purchases, coupled with as-needed contact with your personal advisor.<\/p>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"c-icon-feature\">\n\t\t\t\t<h3 class=\"c-icon-feature__heading\">\n\t\t\t\t\t\t<span class=\"c-icon-feature__icon -icon-global-knight--greyscale\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\t\t<span style=\"font-style: italic;\">Engage<\/span> an Established Portfolio\n\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t<div class=\"c-icon-feature__content\">\n\t\t\t\t\t<p>A more active financial resource for upwardly mobile investors, our team will help build on your existing portfolio.<\/p>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"c-icon-feature\">\n\t\t\t\t<h3 class=\"c-icon-feature__heading\">\n\t\t\t\t\t\t<span class=\"c-icon-feature__icon -icon-hand-star-employee--greyscale\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\t\t<span style=\"font-style: italic;\">Support<\/span> From a Partner\n\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t<div class=\"c-icon-feature__content\">\n\t\t\t\t\t<p>Settled and stable investors managing investments for income need a partner approach to help with all aspects of financial health.<\/p>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div><!-- .c-icon-features -->\n\n\n\n\n<div class=\"c-cta-button-block\">\n\t<div class=\"c-cta-button-block__container -align-center\">\n\t\t\t\t\t<div class=\"c-cta-button-block__button-container--aside\">\n\t\t\t\t<a class=\"c-cta-button-block__button -button-blue--transparent\" href=\"#schedule-an-appointment\">Schedule Your Appointment<\/a>\t\t\t<\/div>\n\t\t\t\t<\/div> \n<\/div><!-- .c-cta-button-block -->\n\n\n\n\n\n<hr class=\"site-separator -has-leaf -width-- -margin-top-- -margin-bottom--\">\n\n\n\n\n\n<div class=\"c-team\">\n\t<div class=\"c-team__container\">\n\t\t\t\t<h2 class=\"c-team__heading\">\n\t\t\tMeet the Prosperity Partners Team\t\t<\/h2>\n\t\t\n\t\t\t\t<div class=\"c-team__list\">\n\t\t\t\t\t\t<div class=\"c-team-member\">\n\t\t\t\t<div class=\"c-team-member__media\">\n\t\t\t\t\t<div class=\"c-team-member__media-container\">\n\t\t\t\t\t\t<img width=\"420\" height=\"420\" src=\"https:\/\/myprospera.com\/wp-content\/uploads\/2022\/03\/Kyle-Website-420x420.jpg\" class=\"c-team-member__image\" alt=\"\" srcset=\"https:\/\/myprospera.com\/wp-content\/uploads\/2022\/03\/Kyle-Website.jpg 420w, https:\/\/myprospera.com\/wp-content\/uploads\/2022\/03\/Kyle-Website-300x300.jpg 300w, https:\/\/myprospera.com\/wp-content\/uploads\/2022\/03\/Kyle-Website-150x150.jpg 150w, https:\/\/myprospera.com\/wp-content\/uploads\/2022\/03\/Kyle-Website-270x270.jpg 270w\" sizes=\"(max-width: 420px) 100vw, 420px\" \/>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t<div class=\"c-team-member__details -order-first\">\n\t\t\t\t\t<h3 class=\"c-team-member__name\">Kyle Courtney<\/h3>\n\t\t\t\t\t\t\t\t\t\t<div class=\"c-team-member__title\">\n\t\t\t\t\t\tFinancial Advisor\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"c-team-member\">\n\t\t\t\t<div class=\"c-team-member__media -order-first\">\n\t\t\t\t\t<div class=\"c-team-member__media-container\">\n\t\t\t\t\t\t<img width=\"420\" height=\"420\" src=\"https:\/\/myprospera.com\/wp-content\/uploads\/2023\/01\/keelywilson8521-420x420.jpg\" class=\"c-team-member__image\" alt=\"\" srcset=\"https:\/\/myprospera.com\/wp-content\/uploads\/2023\/01\/keelywilson8521-420x420.jpg 420w, https:\/\/myprospera.com\/wp-content\/uploads\/2023\/01\/keelywilson8521-150x150.jpg 150w\" sizes=\"(max-width: 420px) 100vw, 420px\" \/>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t<div class=\"c-team-member__details\">\n\t\t\t\t\t<h3 class=\"c-team-member__name\">Keely Wilson<\/h3>\n\t\t\t\t\t\t\t\t\t\t<div class=\"c-team-member__title\">\n\t\t\t\t\t\tProsperity Partners Assistant\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\n\n\n<hr class=\"site-separator -has-leaf -width-- 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No offers may be made or accepted from any resident of any other state.<\/p>\n<p><strong>Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. (member <a href=\"http:\/\/www.finra.org\/\" target=\"_blank\" rel=\"noopener\">FINRA<\/a>\/<a href=\"http:\/\/www.sipc.org\/\" target=\"_blank\" rel=\"noopener\">SIPC<\/a>.)<\/strong><\/p>\n<p>Insurance products are offered through LPL or its licensed affiliates. Prospera Credit Union and Prosperity Partners <strong><u>are not<\/u><\/strong> registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Prosperity Partners, and may also be employees of Prospera Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Prospera Credit Union or Prosperity Partners .<\/p>\n<p>Securities and insurance offered through LPL or its affiliates are:<\/p>\n\t\t<\/div>\n\t\t\n\t\t\t\t<div class=\"c-investments-disclaimer__warnings\">\n\t\t\t\t\t\t\t<div class=\"c-investments-disclaimer__warning\">\n\t\t\t\t\tNOT INSURED BY NCUA or ANY OTHER GOVERNMENT AGENCY\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"c-investments-disclaimer__warning\">\n\t\t\t\t\tNOT CREDIT UNION GUARANTEED\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"c-investments-disclaimer__warning\">\n\t\t\t\t\tNOT CREDIT UNION DEPOSITS or OBLIGATIONS\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"c-investments-disclaimer__warning\">\n\t\t\t\t\tMAY LOSE VALUE\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\n\t\t\t\t<div class=\"c-investments-disclaimer__text-lower\">\n\t\t\t<p>Your Credit Union (\u201cFinancial Institution\u201d) provides referrals to financial professionals of LPL Financial LLC (\u201cLPL\u201d) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.<\/p>\n<p>Please visit <a href=\"https:\/\/www.lpl.com\/disclosures\/is-lpl-relationship-disclosure.html\">https:\/\/www.lpl.com\/disclosures\/is-lpl-relationship-disclosure.html<\/a> or scan the QR code below for more detailed information.<\/p>\n<p><img class=\"aligncenter\" src=\"https:\/\/myprospera.com\/wp-content\/uploads\/2022\/12\/credit-union-short-form-disclosure.jpg\" alt=\"Credit Union Short Form QR Code\" width=\"132\" height=\"121\" \/><\/p>\n<p><a href=\"http:\/\/www.lpl.com\/CRS\">LPL Financial Form CRS<\/a><\/p>\n<p>&nbsp;<\/p>\n\t\t<\/div>\n\t\t\t<\/div> \n<\/div><!-- .c-disclosure-block -->\n","protected":false},"excerpt":{"rendered":"<p>Programar una cita con los Socios de Prosperidad<\/p>","protected":false},"author":2,"featured_media":7036,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"search_keyword":[],"class_list":["post-19","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Prosperity Partners - Investment Services and Wealth Management<\/title>\n<meta name=\"description\" content=\"Full investment services planning and advising \u2013 specializing in holistic asset and wealth management. 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