John
Bohan
Prism Financial Group, L.L.C
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About this Advisor
John Bohan is a financial advisor based in Overland Park, Kansas, working with Prism Financial Group, L.L.C. John has previously held positions at Rmb West, LLC, Citywide Banks (Heartland Financial), Lpl Financial LLC, Investment Trust Company, and Prism Financial Group, L.L.C. John has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, John is part of Prism Financial Group, L.L.C, which operates out of Overland Park, Kansas. The firm has 9 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Prism Financial Group, L.L.C includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prism Financial Group, L.L.C Brokerage Details
$1,483,404,067
9
2,379
$623,541
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
John Bohan Work History
Prism Financial Group, L.L.C
Investment Trust Company
Lpl Financial LLC
Citywide Banks (Heartland Financial)
Rmb West, LLC
Disclosures
Please visit the SEC profile of John Bohan 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 Financial Group, L.L.C
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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