Prism Financial Group, LLC

Prism Financial Group, LLC (CRD# 112315) is a financial advisory firm headquartered in Overland Park, KS. They manage $1,483,404,067 in 2,379 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
7101 College Blvd. Suite 900, Overland Park, KS 66210
http://www.prismfg.com
By the Numbers
  • Total Assets Under Management
    1,483
    MILLION
  • Total Number of Accounts
    2,379
    ACCOUNTS
  • Average Account Value
    $623,541
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, KS, MN, MO, NE, NH, NV, OK, OR, TX, WA

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

Charles Koch (CRD# 4686110) is an Investment Advisor Representative working at Prism Financial Group, LLC in Overland Park, KS and has over 19 years of experience in the finance industry.

2
Randy Schaller, financial advisor Overland Park KS
Randy A. Schaller
CRD#: 4909603
7101 College Blvd. Ste 900, Overland Park, KS 66210

Randy Schaller (CRD# 4909603) 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.

3
Timothy Shmidl, financial advisor Overland Park KS
Timothy B. Shmidl
CRD#: 1886210
7101 College Blvd. Suite 900, Overland Park, KS 66210

Timothy Shmidl (CRD# 1886210) is an Investment Advisor Representative working at Prism Financial Group, LLC in Overland Park, KS and has over 35 years of experience in the finance industry.

4
Amanda Brown, financial advisor Overland Park KS
Amanda L. Brown
CRD#: 7305634
7101 College Blvd. Suite 900, Overland Park, KS 66210

Amanda Brown (CRD# 7305634) is an Investment Advisor Representative working at Prism Financial Group, LLC in Overland Park, KS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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