Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers a variety of advisory programs, each with its own fee structure. These programs include Summit Advisory Program, Summit RBC Advisory Program, Summit Schwab Advisory Program, Summit-OP Advisory Program, Prospera Financial Planning Program, PFS Models Program, Advisor as Portfolio Manager (APM) Program, Separately Managed Account (SMA) Program, Unified Managed Account (UMA) Program, Private Investment Management (PIM) Program, Asset Advisor Program, Private Advisor Network (Network), CustomChoice, FundSource and Pathways Program. Fees vary depending on the program selected and the services provided. Financial planning services are available for a separate charge.
Areas of Practice
Advisor Information
Office location
1005 SW Disk Drive, Suite 101, Bend, OR, 97702
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Anna is a wealth advisor at Cascade Wealth Management, dedicating full-time hours to financial services. She also has roles in Graf Investments, Canyon Cliffs LLC, and HLM Investments LLC, with minimal time commitment to the latter three.