Daniel
Peters
Prism Planning Partners
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About this Advisor
Daniel Peters is a financial advisor based in Libertyville, Illinois, working with Prism Planning Partners. Daniel has previously held positions at Minnesota Life Ins Co, Securian Financial Services, Inc, Gcg Financial, Inc, Triad Advisors, Inc, Alera Investment Advisors, LLC, and Prism Planning Partners, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Daniel is part of Prism Planning Partners, which operates out of Libertyville, Illinois. The firm has 3 employees and manages assets totaling $163.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Prism Planning Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prism Planning Partners Brokerage Details
$163,913,102
3
292
$561,346
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Peters Work History
Prism Planning Partners, LLC
Triad Advisors, Inc
Alera Investment Advisors, LLC
Gcg Financial, Inc
Minnesota Life Ins Co
Securian Financial Services, Inc
Gcg Financial, Inc
Disclosures
Please visit the SEC profile of Daniel Peters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prism Planning Partners
Libertyville, IL
Libertyville, IL
Libertyville, IL
Libertyville, IL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
