Unclaimed Profile

Ronald A Bernstein

PRISM PLANNING PARTNERS, LLC·LIBERTYVILLE, Illinois

Clean recordPRISM PLANNING PARTNERS, LLC

321 S. MILWAUKEE AVENUE, LIBERTYVILLE, IL 60048CRD# 5026816Firm CRD# 290485

Profile Verification

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

Identity

Ronald A Bernstein · LIBERTYVILLE, IL

Registration

CRD #5026816 · PRISM PLANNING PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ronald A Bernstein 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PRISM PLANNING PARTNERS, LLC

PRISM PLANNING PARTNERS

AUM

$164M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRISM PLANNING PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5026816

Firm CRD# 290485

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ronald A Bernstein offer?

Ronald A Bernstein specializes in Financial Planning, Investment Management. Contact their office in LIBERTYVILLE, Illinois for a consultation.

What are Ronald A Bernstein's credentials?

Ronald A Bernstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald A Bernstein located?

Ronald A Bernstein 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 Ronald A Bernstein charge for services?

Ronald A Bernstein'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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