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Daniel William Peters

Prism Planning Partners

Libertyville, IL

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Current Employers
Prism Planning Partners

321 S. Milwaukee Avenue, Libertyville, IL 60048 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-08-01
  • IL RA
    APPROVED
    Since 2018-08-01

Branch Locations

321 S. Milwaukee Avenue, Libertyville, IL 60048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Ins Co St Paul MN 09/2006 11/2017
Securian Financial Services, Inc. St Paul MN 09/2006 11/2017
Gcg Financial, Inc. Deerfield IL 01/2015 07/2018
Triad Advisors, Inc. Norcross GA 11/2017 07/2018
Alera Investment Advisors, Llc Deerfield IL 11/2017 07/2018
Prism Planning Partners, Llc Deerfield IL 08/2018 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-10
  • S66 Uniform Combined State Law Examination
    2006-11-10
Designations
Other Names
  • Daniel William Peters
  • Daniel William Peters

View on SEC IAPD

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Other Offices

ARCH VENTURE PARTNERS · CHICAGO, IL
OSAIC WEALTH, INC. · CHICAGO, IL
CETERA INVESTMENT ADVISERS LLC · CHICAGO, IL
CETERA INVESTMENT ADVISERS LLC · CHICAGO, IL
GATE CITY CAPITAL MANAGEMENT, LLC · CHICAGO, IL
CENTER ROCK CAPITAL PARTNERS, LP · CHICAGO, IL
AE WEALTH MANAGEMENT, LLC · Chicago, IL
LPL FINANCIAL LLC · PARK RIDGE, IL

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