Unclaimed Profile

Daniel William Peters

PRISM PLANNING PARTNERS, LLC·LIBERTYVILLE, Illinois

SIE, Series 7, Series 66CFPClean record19 years registeredPRISM PLANNING PARTNERS, LLC

321 S. MILWAUKEE AVENUE, LIBERTYVILLE, IL 60048CRD# 5224241Firm CRD# 290485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel William Peters · LIBERTYVILLE, IL

Registration

CRD #5224241 · PRISM PLANNING PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

PRISM PLANNING PARTNERS

Aug 2018 – present

ALERA INVESTMENT ADVISORS, LLC

Nov 2017 – Aug 2018

DEERFIELD, IL

SECURIAN FINANCIAL SERVICES, INC.

Dec 2006 – Nov 2017

Deerfield, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 7, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRISM PLANNING PARTNERS, LLC

CRD 290485 · SEC 801-123514

AUM

$164M

Regulatory assets under management

Employees

292 client accounts

Services offered by PRISM PLANNING PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRISM PLANNING PARTNERS, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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