Randy
Schaller
Prism Financial Group, L.L.C
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About this Advisor
Randy Schaller is a certified financial planner working out of Overland Park, Kansas with a total of 7 years of relevant experience. Schaller is an advisor for Prism Financial Group, L.L.C. Over the course of their career, they have held roles at Smart 401K, LLC, Prism Financial Group, L.L.C and Cambridge Investment Research, Inc. Schaller has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas. Prism Financial Group, L.L.C is a company that has its headquarters in Overland Park, KS. It administers $1 billion in assets between its 2,134 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 2,134 accounts, 40% are associated with high-net-worth individuals who have at least $1 million in investable assets. Prism Financial Group, L.L.C offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management usually depend on which services the firm provides the client. However, fee types billed by Prism Financial Group, L.L.C most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prism Financial Group, L.L.C Brokerage Details
$1,239,251,003
7
2,134
$580,717
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Randy Schaller Work History
Randy has been registered as a financial advisor for 7 years.*
Prism Financial Group, L.L.C
Cambridge Investment Research, Inc
Smart 401K, LLC
*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 Randy Schaller 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
