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PRISM FINANCIAL GROUP, L.L.C.
PRISM FINANCIAL GROUP, L.L.C.
OVERLAND PARK, Kansas
·
13 registered advisors
·
CRD# 112315
SEC# 801-61646
0
913-345-1444
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PRISM FINANCIAL GROUP, L.L.C.
13 registered advisors
Alan W. Groesbeck
OVERLAND PARK, Kansas
CRD# 4617321
Bradley N. Owen
OVERLAND PARK, Kansas
CRD# 4617328
Bret A Curtis
OVERLAND PARK, Kansas
CRD# 6172599
Carol Jean Casale
OVERLAND PARK, Kansas
CRD# 4417278
Duane E. Bond
OVERLAND PARK, Kansas
CRD# 4617330
Gary J. Heyka
OVERLAND PARK, Kansas
CRD# 4617339
James Eagan
OVERLAND PARK, Kansas
CRD# 4617335
James W Hilbert
OVERLAND PARK, Kansas
CRD# 4910545
Keith L. Olsen
OVERLAND PARK, Kansas
CRD# 4617331
Linda Gayle Hauschild
OVERLAND PARK, Kansas
CRD# 4417245
Theresa Marie Shmidl
OVERLAND PARK, Kansas
CRD# 2096738
Timothy Brian Shmidl
OVERLAND PARK, Kansas
CRD# 1886210
Timothy R. Goodger
OVERLAND PARK, Kansas
CRD# 4617341
05
Office Locations
OVERLAND PARK, Kansas
13 advisors
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Data sourced from SEC Form ADV filings. PRISM FINANCIAL GROUP, L.L.C. (CRD# 112315) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.