Unclaimed Profile

Duane E. Bond

PRISM FINANCIAL GROUP, LLC·OVERLAND PARK, Kansas

Clean recordPRISM FINANCIAL GROUP, LLC

7101 COLLEGE BLVD. SUITE 900, OVERLAND PARK, KS 66210-1984CRD# 4617330Firm CRD# 112315

Profile Verification

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

Identity

Duane E. Bond · OVERLAND PARK, KS

Registration

CRD #4617330 · PRISM FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Duane E. Bond is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with PRISM FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PRISM FINANCIAL GROUP, L.L.C.

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRISM FINANCIAL GROUP, L.L.C. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4617330

Firm CRD# 112315

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Duane E. Bond offer?

Duane E. Bond specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Duane E. Bond's credentials?

Duane E. Bond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Duane E. Bond located?

Duane E. Bond is based in OVERLAND PARK, Kansas, working with PRISM FINANCIAL GROUP, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Duane E. Bond charge for services?

Duane E. Bond'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 GROUP, LLC?

PRISM FINANCIAL GROUP, LLC has approximately 9 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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