Charles Prather has been practicing as an Investment Advisor for over 30 years. He began his career in 1985 as a Financial Analyst with the Federal Reserve Bank of Kansas City. In 1986, he joined the financial planning firm of IDS/American Express, where he earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
In 1988, Charles entered the Credit Union environment by joining U.S. Central Credit Union, a Corporate Credit Union that managed over $10B in assets for Credit Unions nationwide. In 1997, he accepted a position in Colorado as the Executive Vice-President of SunCorp Credit Union and managed the investments of an $800M portfolio. During that time, he earned the Chartered Financial Analyst (CFA®) designation, a designation which is highly respected among investment professionals.
In 2014, Charles became a Founding Partner with WealthPLAN Partners, a Registered Investment Advisor (RIA).
Charles’ mission is to educate clients about the various products that will help their goals become reality. He firmly believes that the financial planning process is an individualized process, unique for each client.
“Although helping clients design and create their financial plan is rewarding, having the opportunity to work with them throughout the years as they implement and stick with the plan is my greatest satisfaction. I’m always encouraged to see my clients spend their retirement years enjoying the lifestyle we’ve worked towards.”
- CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
- Chartered Financial Analyst (CFA®)
- Series 7**
- Series 63**
- Series 66**
- Life & Health Insurance License
**Securities registrations held with Securities America