# PRISM FINANCIAL GROUP, L.L.C.

PRISM FINANCIAL GROUP, L.L.C. of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 112315
- Type: SEC-registered investment adviser
- SEC file number: 801-61646
- Location: 7101 COLLEGE BLVD. SUITE 900, OVERLAND PARK, KS, 66210-1984
- Phone: 913-345-1444
- Latest filing: 2025-02-28
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $133.1M
- Clients: 9
- Accounts: 2,474

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Brian Shmidl | OWNER | — |
| Theresa Marie Shmidl | CHIEF COMPLIANCE OFFICER | — |
| SHMIDL TIMOTHY BRIAN | OWNER | — |
| GROESBECK ALAN W | OWNER | — |
| OWEN BRADLEY N | OWNER | — |
| BOND DUANE E | OWNER | — |
| OLSEN KEITH L | OWNER | — |
| EAGAN JAMES | OWNER | — |
| HEYKA GARY J | OWNER | — |
| GOODGER TIMOTHY R | OWNER | — |
| FARRELL THOMAS B | OWNER | — |
| HILBERT JAMES W | OWNER | — |
| APPELHANZ CAROL JEAN | OWNER | — |
| HAUSCHILD LINDA GAYLE | OWNER | — |
| ROBINSON RICHARD EDWARD | OWNER | — |
| SHMIDL THERESA MARIE | CHIEF COMPLIANCE OFFICER | — |
| KIMES TERRY J | OWNER | — |
| MEHLINGER ROBERT MONROE | OWNER | — |
| CURTIS BRET A | OWNER | — |
| CASALE CAROL JEAN | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112315/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112315/similar
- Related entities: https://search.stillhousedata.com/firm/112315/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112315

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.