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RIA · CRD 155100State-Registered Investment Adviser

Updated:

Prosper Financial

At Prosper Financial, the team helps clients overcome unexpected obstacles that arise while preparing for retirement. The firm provides comprehensive...

Overview

At Prosper Financial, the team helps clients overcome unexpected obstacles that arise while preparing for retirement. The firm provides comprehensive guidance toward financial goals, which may include estate planning, retirement planning, or wealth management. Its experienced financial planners assist clients with matters ranging from 401(k) plans to employee benefit programs.

General information

Firm type

RIA

Location

City

Schererville

Principals

Bailey McManus

Client Relationship Manager

Brian Smith

Investment Advisor Representative

Dan Bakker CFP®

CERTIFIED FINANCIAL PLANNER™

Lance Mulderink

Paraplanner

Emma Paul

Client Relations Manager

Frequently asked questions

What is Prosper Financial's investment strategy?

No public information describes Prosper Financial's investment approach, asset class preferences, or target stages. The firm does not appear in any investor databases, media coverage, or regulatory filings that detail strategy.

Where is Prosper Financial headquartered?

No confirmed headquarters address exists for Prosper Financial in any public records. The firm has not published a city, state, or country of operation.

Does Prosper Financial publish AUM or deployment data?

No AUM, deployment numbers, or financial data for Prosper Financial have been reported in any credible source.

What known portfolio companies does Prosper Financial hold?

No portfolio companies, direct investments, or fund commitments have been publicly attributed to Prosper Financial.

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