Ronald
Bernstein
Prism Planning Partners
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About this Advisor
Ronald Bernstein is a certified financial planner and personal financial specialist based in Libertyville, Illinois with a total of 5 years of relevant experience. Bernstein is currently employed by Prism Planning Partners. Over the course of their career, they have held roles at Minnesota Life Ins Co, Securian Financial Services, Inc, Gcg Financial, Inc, Gcg Ins Brokerage, Gcg Financial, LLC, Alera Investment Advisors, LLC and Prism Planning Partners, LLC. Bernstein has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Prism Planning Partners is a registered investment firm that has its headquarters in Libertyville, IL. It manages $139 million in assets among its 253 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 253 client accounts, 57% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Prism Planning Partners provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on the services provided. However, fees billed by Prism Planning Partners can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prism Planning Partners Brokerage Details
$138,957,911
3
253
$549,241
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ronald Bernstein Work History
Ronald has been registered as a financial advisor for 5 years.*
Prism Planning Partners, LLC
Alera Investment Advisors, LLC
Gcg Financial, LLC
Gcg Ins Brokerage
Minnesota Life Ins Co
Securian Financial Services, Inc
Gcg Financial, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ronald Bernstein 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
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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.
