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Jeffrey Gene Engelman

PRISM FINANCIAL STRATEGIES, LLC·ENGLEWOOD, Colorado
Clean recordPRISM FINANCIAL STRATEGIES, LLC
333 W. HAMPDEN AVE., ENGLEWOOD, CO 80110CRD# 4338185Firm CRD# 289033

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Gene Engelman · ENGLEWOOD, CO
Registration
CRD #4338185 · PRISM FINANCIAL STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Gene Engelman is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with PRISM FINANCIAL STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PRISM FINANCIAL STRATEGIES, LLC
PRISM FINANCIAL STRATEGIES, LLC
AUM
$196M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PRISM FINANCIAL STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4338185
Firm CRD# 289033
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Gene Engelman offer?
Jeffrey Gene Engelman specializes in Financial Planning, Investment Management. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are Jeffrey Gene Engelman's credentials?
Jeffrey Gene Engelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Gene Engelman located?
Jeffrey Gene Engelman is based in ENGLEWOOD, Colorado, working with PRISM FINANCIAL STRATEGIES, LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does Jeffrey Gene Engelman charge for services?
Jeffrey Gene Engelman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRISM FINANCIAL STRATEGIES, LLC?
PRISM FINANCIAL STRATEGIES, LLC has approximately 8 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRISM FINANCIAL STRATEGIES, LLC

Eric David Maaske
ENGLEWOOD, CO

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