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Prosperity Partnersyour financial dots.....connected

Simplifying investment services in a complex financial world.

Schedule Appointment

Or call 920-882-4783 during business hours to engage with a Prosperity Partner right away.

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.

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.


Meet the Prosperity Partners Team

Jeff D. Garrett

VP of Investment Services, CRCP

Erin Bishop

Investment Services Assistant

Schedule Prosperity Partners Appointment

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