Amanda L. Brown
PRISM FINANCIAL GROUP, L.L.C.
Overland Park, KS 66210-1984
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CRD#: 7305634
Professional summary
Amanda Louise Brown, CFP® is a registered financial advisor currently at PRISM FINANCIAL GROUP, L.L.C. located in Overland Park, Kansas.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Amanda has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
October 28, 2020 - Present
PRISM FINANCIAL GROUP, L.L.C.
Office #1: 7101 College Blvd. Suite 900, Overland Park, KS 66210-1984CRD#: 112315
Overland Park, KS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(10/28/2020)
Exams
Current Firm
PF
PRISM FINANCIAL GROUP, L.L.C.
PRISM FINANCIAL GROUP, L.L.C. | PRISM FINANCIAL GROUP, LLC
CRD#: 112315 / SEC#: 801-61646
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Contact information
Main Address
7101 College Blvd. Suite 900, Overland Park, KS 66210-1984
Mailing Address
Phone number
(913) 345-1444
Established
Firm type
Fiscal year end
# of Employees
9
Regulatory assets under management
| Total Number of Accounts | 2,474 |
| AUM (Assets Under Management) | $ 1,698,069,943 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
