Prism Planning Partners
Prism Planning Partners (CRD# 290485) is a financial advisory firm headquartered in Libertyville, IL. They manage $163,913,102 in 292 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management164MILLION
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Total Number of Accounts292ACCOUNTS
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Average Account Value$561,346
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, WI
Ronald Bernstein (CRD# 5026816) is an Investment Advisor Representative working at Prism Planning Partners in Libertyville, IL and has over 18 years of experience in the finance industry.
Daniel Peters (CRD# 5224241) is an Investment Advisor Representative working at Prism Planning Partners in Libertyville, IL and has over 17 years of experience in the finance industry.
Nicole Sullivan (CRD# 6047107) is an Investment Advisor Representative working at Prism Planning Partners in Libertyville, IL and has over 11 years of experience in the finance industry.