Prism Financial Group, LLC

Prism Financial Group, LLC (CRD# 112315) is a financial advisory firm headquartered in Overland Park, KS. They manage $359,097,806 in 878 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    359
    MILLION
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $408,995
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, IL, KS, MO, NE, NH, NV, TX

Financial Advisors at Prism Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles H. Koch
CRD#: 4686110
7101 College Blvd. Suite 900, Overland Park, KS 66210
96
Wealthminder
score

Charles Koch (CRD# 4686110) is an Investment Advisor Representative working at Prism Financial Group, LLC in Overland Park, KS and has over 13 years of experience in the finance industry. Charles Koch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Randy A. Schaller
CRD#: 4909603
7101 College Blvd. Ste 900, Overland Park, KS 66210
96
Wealthminder
score

Randy Schaller (CRD# 4909603) is an Investment Advisor Representative working at Prism Financial Group, LLC in Overland Park, KS and has over 6 years of experience in the finance industry. Randy Schaller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Timothy B. Shmidl
CRD#: 1886210
7101 College Blvd. Suite 900, Overland Park, KS 66210
96
Wealthminder
score

Timothy Shmidl (CRD# 1886210) is an Investment Advisor Representative working at Prism Financial Group, LLC in Overland Park, KS and has over 29 years of experience in the finance industry. Timothy Shmidl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James W. Hilbert
CRD#: 4910545
7101 College Blvd. Suite 900, Overland Park, KS 66210
93
Wealthminder
score

James Hilbert (CRD# 4910545) is an Investment Advisor Representative working at Prism Financial Group, LLC in Overland Park, KS and has over 11 years of experience in the finance industry.

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