Heather Brockhurst
Heather Brockhurst is a registered investment advisor at Prosperitas Financial, LLC, based in Las Vegas, NV, with 7 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,635 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperitas Financial offers asset management services where the maximum annual fee charged will not exceed 2.00%. Fees are negotiable and are billed monthly in advance based on the value of the account on the last day of the previous quarter.
For clients utilizing third party managers, the maximum annual fee charged will not exceed 2.40%. This fee is in addition to any fees assessed by the third party manager.
Location
8400 W. Sunset Road, Suite #300, Las Vegas, NV, 89113
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Heather sells life, disability, long-term care, fixed annuity, and health insurance as an agent, dedicating minimal time to this. She is also a real estate agent and a managing member of I.I.S., LLC, selling health insurance, dedicating a few hours per week.
Employment History
Current Registrations
Prosperitas Financial, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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.