Prism Planning Partners

CRD 290485 · Libertyville, IL · $241.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 290485
SEC number: 801-123514
Firm type: RIA
Assets under management: $241.5M as of Mar 2, 2026
Website: www.linkedin.com/company/prismplanningpartners ↗
Phone: (847) 250-9870
Address: 321 S. Milwaukee Avenue, Libertyville, IL, 60048

Advisors at this firm

4 in our index · page 1 of 1

Ronald A BernsteinCRD 5026816 · Libertyville, IL

IA RegisteredRegistration inactive
Brandon James ClouseCRD 6011176 · Libertyville, IL

IA RegisteredRegistration inactive
Daniel William PetersCRD 5224241 · Libertyville, IL

IA RegisteredRegistration inactive
Nicole Marie SullivanCRD 6047107 · Libertyville, IL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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