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Brandon James Clouse

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 2024-05-31
  • IL RA
    APPROVED
    Since 2024-05-31

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 05/2012 11/2017
Securian Financial Services, Inc. St Paul MN 05/2012 11/2017
Gcg Financial, Inc. Deerfield IL 04/2012 05/2024
Triad Advisors, Inc. Norcross GA 11/2017 05/2024
Alera Investment Advisors, Llc Deerfield IL 11/2017 05/2024
Prism Planning Partners Libertyville IL 05/2024 Present
  • 05/2012 → 11/2017
    Minnesota Life Ins Co
    St Paul, MN
  • 05/2012 → 11/2017
    Securian Financial Services, Inc.
    St Paul, MN
  • 04/2012 → 05/2024
    Gcg Financial, Inc.
    Deerfield, IL
  • 11/2017 → 05/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 11/2017 → 05/2024
    Alera Investment Advisors, Llc
    Deerfield, IL
  • 05/2024 → Present
    Prism Planning Partners
    Libertyville, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-20
  • S66 Uniform Combined State Law Examination
    2012-04-20

View on SEC IAPD

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CHRISTOPHER R FASANO

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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