PRISM FINANCIAL GROUP, L.L.C.

PRISM FINANCIAL GROUP, L.L.C. of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 112315). Regulatory assets under management: $1.7B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (20)

NameRoleLocation
Timothy Brian ShmidlOWNER
Theresa Marie ShmidlCHIEF COMPLIANCE OFFICER
SHMIDL TIMOTHY BRIANOWNER
GROESBECK ALAN WOWNER
OWEN BRADLEY NOWNER
BOND DUANE EOWNER
OLSEN KEITH LOWNER
EAGAN JAMESOWNER
HEYKA GARY JOWNER
GOODGER TIMOTHY ROWNER
FARRELL THOMAS BOWNER
HILBERT JAMES WOWNER
APPELHANZ CAROL JEANOWNER
HAUSCHILD LINDA GAYLEOWNER
ROBINSON RICHARD EDWARDOWNER
SHMIDL THERESA MARIECHIEF COMPLIANCE OFFICER
KIMES TERRY JOWNER
MEHLINGER ROBERT MONROEOWNER
CURTIS BRET AOWNER
CASALE CAROL JEANOWNER

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