# PRISM PLANNING PARTNERS, LLC

PRISM PLANNING PARTNERS, LLC of LIBERTYVILLE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 290485
- Type: SEC-registered investment adviser
- SEC file number: 801-123514
- Location: 321 S. MILWAUKEE AVENUE, LIBERTYVILLE, IL, 60048
- Phone: (847) 250-9870
- Latest filing: 2026-03-02
- Regulatory AUM: $241.5M
- Discretionary AUM: $241.5M
- Clients: 4
- Accounts: 482

## Business model

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

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290485/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290485/similar
- Related entities: https://search.stillhousedata.com/firm/290485/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290485

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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.