# Prosper Financial

Prosper Financial is a RIA based in Schererville.

## Overview

- **Organization type:** RIA
- **Headquarters:** Schererville
- **Assets under management:** Undisclosed
- **Website:** prosperfinancial.com

## Regulatory record

- **CRD number:** 155100
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155100

## About

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.

## People

- Bailey McManus — Client Relationship Manager
- Brian Smith — Investment Advisor Representative
- Dan Bakker CFP® — CERTIFIED FINANCIAL PLANNER™
- Lance Mulderink — Paraplanner
- Emma Paul — Client Relations Manager

## Questions

### Who runs Prosper Financial?

No named principals or executives are associated with Prosper Financial in any public source. The firm's leadership structure and key decision-makers have not been identified.

### 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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- [Pinnacle Planning Advisors](https://altss.com/profile/pinnacle-planning-advisors-llc)
- [Empire Wealth Management](https://altss.com/profile/empire-wealth-management-llc)

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Last updated: 2026-08-11T15:07:49.000Z

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