Prism Wealth Management

Prism Wealth Management (CRD# 281702) is a financial advisory firm headquartered in Middleton, WI. They manage $39,600,000 in 263 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6907 University Avenue, #303, Middleton, WI 53562
https://www.linkedin.com/in/craig-peterman-cfa-cfp-r-8766326/
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $150,570
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Prism Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Craig Peterman, financial advisor Middleton WI
Craig E. Peterman
CRD#: 4377222
Middleton, WI

Craig Peterman (CRD# 4377222) is an Investment Advisor Representative working at Prism Wealth Management in Middleton, WI and has over 23 years 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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