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).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $561,346
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Prism Planning Partners
Showing 1 - 3 of 3 top financial advisors.
1
Ronald A. Bernstein
CRD#: 5026816
321 S. Milwaukee Avenue, Libertyville, IL 60048

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.

2
Daniel W. Peters
CRD#: 5224241
321 S. Milwaukee Avenue, Libertyville, IL 60048

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.

3
Nicole M. Sullivan
CRD#: 6047107
321 S. Milwaukee Avenue, Libertyville, IL 60048

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.

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