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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Daniel Scott Reiter

Advisor at PROSPERITY PLANNING

North Kansas City, MO

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Search this name across graphsid dfx:ria:de2fff14-13e0-d0ba-820a-0d22edb47597

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 6, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROSPERITY PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 29, 2015
First registration: Jan 6, 2016
Dual registered: no
IAPD individual key: 6427884

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PROSPERITY PLANNING	Independent wealth	Sep 6, 2018	n/a	yes	North Kansas City, MO	Current employment
CREATIVE PLANNING	Independent wealth	Nov 21, 2017	Jul 30, 2018	no	LEAWOOD, KS\|OVERLAND PARK, KS	Previous registration
SOUND STEWARDSHIP, LLC	Independent wealth	Jun 14, 2017	Nov 6, 2017	no	OVERLAND PARK, KS	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Jan 6, 2016	Jun 8, 2017	no	KANSAS CITY, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVE PLANNING	PROSPERITY PLANNING	Jul 30, 2018	Sep 6, 2018	38	Firm change	RIA to new firm
SOUND STEWARDSHIP, LLC	CREATIVE PLANNING	Nov 6, 2017	Nov 21, 2017	15	Firm change	Other
CETERA ADVISORS LLC	SOUND STEWARDSHIP, LLC	Jun 8, 2017	Jun 14, 2017	6	Firm change	Other

Relationships

Registered with (4)

→ PROSPERITY PLANNINGRegistered adviserregistration: current employment
Sep 6, 2018 to presentfactForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Nov 21, 2017 to Jul 30, 2018factForm ADV
→ SOUND STEWARDSHIP, LLCRegistered adviserregistration: previous registration
Jun 14, 2017 to Nov 6, 2017factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Jan 6, 2016 to Jun 8, 2017factForm ADV

Dated events

No dated event names this entity yet.