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Nicole Marie Sullivan

PRISM PLANNING PARTNERS, LLC·LIBERTYVILLE, Illinois
Clean recordPRISM PLANNING PARTNERS, LLC
321 S. MILWAUKEE AVENUE, LIBERTYVILLE, IL 60048CRD# 6047107Firm CRD# 290485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicole Marie Sullivan · LIBERTYVILLE, IL
Registration
CRD #6047107 · PRISM PLANNING PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicole Marie Sullivan 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
Introduction

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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# 6047107
Firm CRD# 290485
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicole Marie Sullivan offer?
Nicole Marie Sullivan specializes in Financial Planning, Investment Management. Contact their office in LIBERTYVILLE, Illinois for a consultation.
What are Nicole Marie Sullivan's credentials?
Nicole Marie Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Marie Sullivan located?
Nicole Marie Sullivan 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 Nicole Marie Sullivan charge for services?
Nicole Marie Sullivan'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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Other Advisors at PRISM PLANNING PARTNERS, LLC

Daniel William Peters
LIBERTYVILLE, IL
Ronald A Bernstein
LIBERTYVILLE, IL

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