Daniel William Peters

Employer firm

Prism Planning Partners CRD 290485

$242M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 11/2017
  Minnesota Life Ins Co
  St Paul, MN
• 09/2006 → 11/2017
  Securian Financial Services, Inc.
  St Paul, MN
• 01/2015 → 07/2018
  Gcg Financial, Inc.
  Deerfield, IL
• 11/2017 → 07/2018
  Triad Advisors, Inc.
  Norcross, GA
• 11/2017 → 07/2018
  Alera Investment Advisors, Llc
  Deerfield, IL
• 08/2018 → Present
  Prism Planning Partners, Llc
  Deerfield, IL

Previous Registrations

• 2017-11-04 → 2018-08-02
  Alera Investment Advisors, Llc
  Deerfield, IL
• 2006-12-07 → 2017-11-02
  Securian Financial Services, Inc.
  Deerfield, IL

Exams

• S66 Uniform Combined State Law Examination
  2006-11-10

Designations

• Certified Financial Planner

Other Names

• Daniel William Peters
• Daniel William Peters