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PRISM FINANCIAL GROUP, L.L.C.

OVERLAND PARK, KS · CRD 112315 · IAPD ↗ · prismfg.com · 913-345-1444

$1.70BRegulatory AUM
5Advisory reps
9Employees
1Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2026 — PRISM FINANCIAL GROUP, L.L.C. (OVERLAND PARK, KS) left the SEC roster (was $1.70B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.