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PROSPURPOSE WEALTH

STORYLINE FINANCIAL PLANNING LLC

CRD 281830

Visit website

3500 N. VILLAGE DRIVE, SUITE 273, SAINT JOSEPH, MO, 64506, United States

Phone

816-663-9229

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$3.0M

Discretionary AUM

$3.0M

Team

1 total employees; 1 advisory reps; 13 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals13$3.0M

All web addresses on file

Official SEC filing: View on IAPD