Ronald A Bernstein
Investment adviser representative at Prism Planning Partners
21 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$241.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Prism Planning Partners, LLCJan 2018 to now
- Alera Investment Advisors, LLCNov 2017 to Dec 2017
- Gcg Financial, LLCJan 2015 to Nov 2017
- Gcg Ins BrokerageJul 2006 to Nov 2017
- Minnesota Life Ins CoSep 2005 to Nov 2017
- Securian Financial Services, Inc,Sep 2005 to Nov 2017
Designations
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Prism Planning Partners
Legal name: Prism Planning Partners, LLC
$241.5MAssets managed
151Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5026816
- Firm CRD
- 290485