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JB
CFP
JB
CFP

John Blattel

Prospera Financial Services, INC.
34 Years of Experience
Columbia, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Blattel is a CFP-designated registered investment advisor at Prospera Financial Services, INC., based in Columbia, MO, with 34 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.

Prospera Financial Services, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
283 advisors
Number of Clients
19,103 clients
Average Client Portfolio
$651K average
Assets Under Management
$12.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.15%

Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3610 Buttonwood Drive, Columbia, MO, 65201

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

John sells life insurance, fixed annuities, and long-term care insurance through Brokerage Unlimited, spending a few hours per week on this activity. He also dedicates all of his time to Cutter Advisors and Retirement by Design.

Employment History
Current Registrations
Prospera Financial Services, INC.
May 2025 - Present · 1 yr 6 mos
Prospera Financial Services, INC.Broker
May 2025 - Present · 1 yr 6 mos
Previous Registrations
Cutter & Company, INC.
October 1996 - May 2025 · 28 yrs 7 mos
Cutter & Company, INC.Broker
September 1992 - May 2025 · 32 yrs 8 mos
State Registrations17 states
CACOCTFLILINLAMOMSMTNCNVOKSCTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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