Brandon James Clouse
Investment adviser representative at Prism Planning Partners
14 yearsExperience
1 stateRegistered in
$241.5MFirm assets
4 yearsFirm in business
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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
14 years in the industry.
- Prism Planning PartnersMay 2024 to now
- Alera Investment Advisors, LLCNov 2017 to May 2024
- Triad Advisors, Inc.Nov 2017 to May 2024
- Minnesota Life Ins CoMay 2012 to Nov 2017
- Securian Financial Services, Inc.May 2012 to Nov 2017
- Gcg Financial, Inc.Apr 2012 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (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
- 6011176
- Firm CRD
- 290485