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Issued to:
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401(k) Prosperity a division of Planned Financial Services
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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Retirement plan services including 401(k)/profit sharing and cash balance plans as an Investment Advisor Representative within the LPL RPCP program
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Date of Current Registration:
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2023.10.05
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Date of Initial Registration:
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2018.10.05
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CEFEX file:
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CFX10581
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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