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PRISM PLANNING PARTNERS, LLC
PRISM PLANNING PARTNERS, LLC
PRISM PLANNING PARTNERS
LIBERTYVILLE, Illinois
·
3 registered advisors
·
CRD# 290485
SEC# 801-123514
0
(847) 250-9870
01
Firm Overview
AUM
$164M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PRISM PLANNING PARTNERS, LLC
3 registered advisors
Daniel William Peters
LIBERTYVILLE, Illinois
CRD# 5224241
Nicole Marie Sullivan
LIBERTYVILLE, Illinois
CRD# 6047107
Ronald A Bernstein
LIBERTYVILLE, Illinois
CRD# 5026816
05
Office Locations
LIBERTYVILLE, Illinois
3 advisors
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Data sourced from SEC Form ADV filings. PRISM PLANNING PARTNERS, LLC (CRD# 290485) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.