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Ronald A Bernstein

Managing MemberPrism Planning Partners, LLCCRD 5026816

About Ronald A Bernstein

Ronald A Bernstein is listed as Managing Member at Prism Planning Partners, LLC in Libertyville, IL. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Prism Planning Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ronald A Bernstein work?

Ronald A Bernstein is listed as Managing Member at Prism Planning Partners, LLC on SEC Form ADV.

How much of Prism Planning Partners, LLC does Ronald A Bernstein own?

Form ADV reports a beneficial ownership band of 50-75%.

Prism Planning Partners, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2017