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Director of Operations / Owner · Prism Planning Partners

Daniel W. Peters

CRD 5224241 · Named on Form ADV at one SEC-registered adviser

At a glance

Prism Planning Partners, an SEC-registered wealth manager based in Libertyville, IL with $242 million in regulatory assets, lists Daniel W. Peters on its Form ADV as Director of Operations / Owner.

Firms and roles

  • Prism Planning PartnersDirector of Operations / OwnerWealth manager · Libertyville, IL · $242M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.