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Daniel William Peters

Director Of Operations / OwnerPrism Planning Partners, LLCCRD 5224241

About Daniel William Peters

Daniel William Peters is listed as Director Of Operations / Owner at Prism Planning Partners, LLC in Libertyville, IL. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Prism Planning Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel William Peters work?

Daniel William Peters is listed as Director Of Operations / Owner at Prism Planning Partners, LLC on SEC Form ADV.

How much of Prism Planning Partners, LLC does Daniel William Peters own?

Form ADV reports a beneficial ownership band of 5-10%.

Prism Planning Partners, LLC

TitleDirector Of Operations / Owner
Ownership5-10%
Control personNo
Since2023
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