Nicole Marie Sullivan
Chief Compliance Officer, Co-FounderPrism Planning Partners, LLCCRD 6047107
About Nicole Marie Sullivan
Nicole Marie Sullivan is listed as Chief Compliance Officer, Co-Founder at Prism Planning Partners, LLC in Libertyville, IL. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Prism Planning Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Nicole Marie Sullivan work?
Nicole Marie Sullivan is listed as Chief Compliance Officer, Co-Founder at Prism Planning Partners, LLC on SEC Form ADV.
How much of Prism Planning Partners, LLC does Nicole Marie Sullivan own?
Form ADV reports a beneficial ownership band of 25-50%.
Prism Planning Partners, LLC
| Title | Chief Compliance Officer, Co-Founder |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2017 |