Advisor at Prism Planning Partners
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Firm
Prism Planning Partners
Location
Libertyville, IL 60048
Credentials
CFP®, Series 66
Industry experience
13 years
Nicole Sullivan is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Prism Planning Partners since 2018 and previously worked at Alera Investment Advisors, GCG Financial, Securian Financial Services, and Minnesota Life Insurance Company. Prism Planning Partners provides discretionary investment management along with financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing passive, asset-class exposure and using no-load mutual funds, ETFs, and model portfolios from Focus Partners Advisor Solutions.
Based on Prism Planning Partners
Financial planning services generally charged a flat rate of $6,500 (may be higher for complexity)
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.50%
$350-$500 per hour
Account minimum: $500,000
321 S. Milwaukee Avenue
Libertyville, IL 60048
Illinois
Prism Planning Partners, LLC
2018 - Present (8 years)
Alera Investment Advisors, LLC
2017 - 2017 (1 year)
Gcg Financial, Llc
2015 - 2017 (2 years)
Securian Financial Services, Inc.
2012 - 2017 (5 years)
Minnesota Life Ins Co
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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