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Prosperity Partnersyour financial dots.....connected

Simplifying investment services in a complex financial world.

One call to Prospera Investment Services, and we take care of it all

Prosperity Partners is our way of simplifying what can be a complex and confusing financial world.

Our integrated LPL Financial Adviser 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.

You don’t have to be rich to take advantage of Prosperity Partners’ investment services. Start small and we’ll help you accelerate and grow your financial well being.

CARES Act

The Coronavirus Aid, Relief and Economic Security (CARES) Act was created to help keep workers paid and employed, allows businesses to remain operational and makes necessary health care system enhancements to stabilize the economy. We want to make sure you are aware of certain provisions designed to help you.

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How we work for you

Launch New Investors

Helping new investors get the right start with single or systematic investment product purchases, coupled with as-needed contact with your personal advisor.

Engage an Established Portfolio

A more active financial resource for upwardly mobile investors, our team will help build on your existing portfolio.

Support From a Partner

Settled and stable investors managing investments for income need a partner approach to help with all aspects of financial health.

Schedule Your Appointment

Meet the Prosperity Partners Team

Kyle Courtney

LPL Financial Advisor

Keely Wilson

Prosperity Partners Assistant

Schedule Prosperity Partners Appointment

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“We met with Prosperity Partners regarding our Financial/Retirement Planning. They were very knowledgeable, understanding, and caring about our plans. They made us feel very confident with our plans/decisions and we feel very comfortable for our future.”

Cindy and Mark H. Home Branch: Menasha
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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Insurance products are offered through LPL or its licensed affiliates. Prospera Credit Union and Prosperity Partners are not 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 .

Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA or ANY OTHER GOVERNMENT AGENCY
NOT CREDIT UNION GUARANTEED
NOT CREDIT UNION DEPOSITS or OBLIGATIONS
MAY LOSE VALUE

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) 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.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.

Credit Union Short Form QR Code