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Prism Financial Group, L.L.C. Employee Directory

Financial ServicesKansas, United States2-10 Employees

Prism Financial Group, L.L.C. is a financial services firm based at 7101 College Boulevard, Suite 900, Overland Park, Kansas 66210, United States, with a small staff of 2 to 10 employees. It is now part of Aprio Wealth Management, Aprio’s registered investment adviser, delivering fiduciary-based financial planning and investment management as part of Aprio’s national platform. The arrangement is supported by the resources and infrastructure of Aprio, a larger accounting and business advisory firm, providing integrated tax, legal, and advisory capabilities. Investment advisory services are offered through Aprio Wealth Management, LLC, an independent SEC-registered investment adviser. Historically Prism served entrepreneurs, McDonald’s Owner/Operators, and families in the Midwest with personalized wealth management; as part of Aprio Wealth Management, its services are presented within a broader, integrated wealth-management offering.

Find Prism Financial Group, L.L.C. employees' phone numbers or email addresses

Prism Financial Group, L.L.C. Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Prism Financial Group, L.L.C.'s Leadership

  • Stylized image of a person
    J. L.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Wealth Manager - Certified Financial Planner Professional®
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Wealth Manager - Certified Financial Planner Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. N.
    Client Service Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    I. D.
    Associate Financial Planner
    Phone icon
    Mobile Phone

Prism Financial Group, L.L.C. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Prism Financial Group, L.L.C.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L.
    Partner
    Phone icon
    Mobile Phone
    Oct 06, 2025
  • Stylized image of a person
    T. S.
    Wealth Manager - Certified Financial Planner Professional®
    Phone icon
    Mobile Phone
    United StatesKansas
    May 23, 2025
  • Stylized image of a person
    R. S.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesKansas
    Jun 08, 2026
  • Stylized image of a person
    T. S.
    Wealth Manager - Certified Financial Planner Professional
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    C. K.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesKansas
    Mar 25, 2026
  • Stylized image of a person
    A. B.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesKansas
    Oct 23, 2025
  • Stylized image of a person
    D. N.
    Client Service Specialist
    Phone icon
    Mobile Phone
    United StatesMissouri
    May 28, 2026
  • Stylized image of a person
    I. D.
    Associate Financial Planner
    Phone icon
    Mobile Phone
    United StatesKansas
    Jun 08, 2026
  • Stylized image of a person
    B. D.
    Assistant
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jul 07, 2024
  • Stylized image of a person
    D. G.
    Client Service Specialist
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Prism Financial Group, L.L.C. known for?

Minus sign iconPlus sign iconPrism Financial Group, L.L.C. was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 7101 College Boulevard Suite 900 Overland Park, Kansas 66210 United States; you can contact the main corporate office by phone at
+1-913-345-****
. Explore Prism Financial Group, L.L.C.'s company overview page for more information.

What is Prism Financial Group, L.L.C.'s most common email format?

Minus sign iconPlus sign iconPrism Financial Group, L.L.C. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prism Financial Group, L.L.C. email formats with LeadIQ.

How many employees does Prism Financial Group, L.L.C. have currently?

Minus sign iconPlus sign iconPrism Financial Group, L.L.C. has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Prism Financial Group, L.L.C.'s key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Prism Financial Group, L.L.C.'s key employees include:

  • Partner: J. L.
  • Wealth Manager - Certified Financial Planner Professional®: T. S.
  • Wealth Manager: R. S.
  • Wealth Manager - Certified Financial Planner Professional: T. S.
  • Wealth Advisor: C. K.

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