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Daniel William Peters

PRISM PLANNING PARTNERS, LLC·LIBERTYVILLE, Illinois
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321 S. MILWAUKEE AVENUE, LIBERTYVILLE, IL 60048CRD# 5224241Firm CRD# 290485
01

About

Daniel William Peters is a registered financial advisor based in LIBERTYVILLE, Illinois, affiliated with PRISM PLANNING PARTNERS, 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
03

Firm Overview

Firm
PRISM PLANNING PARTNERS, LLC
PRISM PLANNING PARTNERS
AUM
$164M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PRISM PLANNING PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5224241
Firm CRD# 290485
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel William Peters offer?
Daniel William Peters specializes in Financial Planning, Investment Management. Contact their office in LIBERTYVILLE, Illinois for a consultation.
What are Daniel William Peters's credentials?
Daniel William Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel William Peters located?
Daniel William Peters is based in LIBERTYVILLE, Illinois, working with PRISM PLANNING PARTNERS, LLC. Their office serves clients in the LIBERTYVILLE metropolitan area and surrounding communities.
How does Daniel William Peters charge for services?
Daniel William Peters'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 PLANNING PARTNERS, LLC?
PRISM PLANNING PARTNERS, LLC has approximately 3 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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