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Nicole Marie Sullivan

Chief Compliance Officer, Co-FounderPrism Planning Partners, LLCCRD 6047107

About Nicole Marie Sullivan

Nicole Marie Sullivan is listed as Chief Compliance Officer, Co-Founder at Prism Planning Partners, LLC in Libertyville, IL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Prism Planning Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nicole Marie Sullivan work?

Nicole Marie Sullivan is listed as Chief Compliance Officer, Co-Founder at Prism Planning Partners, LLC on SEC Form ADV.

How much of Prism Planning Partners, LLC does Nicole Marie Sullivan own?

Form ADV reports a beneficial ownership band of 25-50%.

Prism Planning Partners, LLC

TitleChief Compliance Officer, Co-Founder
Ownership25-50%
Control personYes
Since2017
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