Cassity Wingenbach
Cassity Wingenbach is a registered investment advisor at Prosperity - an Eisneramper Company, based in Minneapolis, MN, with 11 years of industry experience. Cassity operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,896 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.
Location
2501 Wayzata Boulevard, Suite 200, Minneapolis, MN, 55405
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Regulatory 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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Cassity is the Chief Operating Officer of Prosperity - An EisnerAmper Company, a Registered Investment Advisor (RIA). She dedicates about a quarter to half of her time to helping develop, lead, and implement the practice's annual business plan.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLCBroker
Dai Securities, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Eide Bailly Advisors, LLC
Securities America, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.