PRISM PLANNING PARTNERS, LLC of LIBERTYVILLE, IL is an SEC-registered investment adviser (CRD 290485). Regulatory assets under management: $241.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Ronald A Bernstein | MANAGING MEMBER | — |
| Nicole Marie Sullivan | CHIEF COMPLIANCE OFFICER, CO-FOUNDER | — |
| Daniel William Peters | DIRECTOR OF OPERATIONS / OWNER | — |
| PETERS LOUIS WILLIAM | DIRECTOR OF OPERATIONS / OWNER | — |
| BERNSTEIN JAMES A | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| SULLIVAN NICOLE MARIE | CHIEF COMPLIANCE OFFICER, CO-FOUNDER; MANAGING MEMBER/DIRECTOR OF FINANCIAL PLANNING | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 847-250-9870 |
| — | — | 1 | 847-250-9870 |