# Prism Financial Group

Prism Financial Group is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** 7101 College Boulevard Suite 900, Overland Park, KS 66210, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** prismfg.com
- **LinkedIn:** https://www.linkedin.com/company/prism-financial-group

## Regulatory record

- **CRD number:** 108210
- **SEC file number:** 801-44324
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108210

## About

Founded in 1988 in Overland Park, Kansas, Prism Financial Group built its practice around financial planning and disciplined investment strategies for individuals and high-net-worth entities. It held registration as an investment advisor, positioning itself as a professional, fee-based fiduciary rather than a product distributor. The firm emphasized a collaborative, team-based method for constructing financial plans tailored to client goals. Prism’s services concentrated on wealth preservation and growth through portfolio management, though the asset-class mix, specific investment vehicles, and stage coverage were not publicly detailed on its materials. The firm did not disclose named portfolio companies, direct co-investment structures, or usage of fund-of-funds. Its geographic footprint centered on the Kansas City metropolitan area, operating from a single office in Overland Park. No figures for total assets under management or aggregate deployment were published. Staff headcount and the existence of adjacent vehicles — such as philanthropic arms, club memberships, or spin-out funds — were not identified in available sources. The acquisition by Aprio Wealth Management LLC, a division of top-25 advisory and accounting firm Aprio, marks the operational transition reshaping the practice. A structural differentiator is difficult to isolate given the limited public disclosures. The firm's posture as a planning-led, team-advised wealth manager contrasts with brokerage-sales models common in the region. How governance and client-service roles evolved post-acquisition remains unstated in currently available materials.

## Questions

### Does the firm manage discretionary portfolios?

As a registered investment advisor, Prism provided portfolio management services, implying it exercised discretion over client assets under an advisory agreement. The website describes disciplined investment strategies, though it does not separate discretionary from non-discretionary mandates. Detailed investment policy or platform information is unavailable.

### Who leads investment decisions at the firm?

The firm utilized a team approach to analyze and develop client financial plans, but no named investment committee members, CIO, or individual portfolio managers appear on the scraped website or Altss record. The sole named contact in the source material is Tim Shmidl, with an email at the Aprio domain, though his specific role is not stated.

## Related profiles

- [Prism Capital](https://altss.com/profile/prism-capital)
- [Prisminvest](https://altss.com/profile/prisminvest)

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Last updated: 2026-06-03T20:00:00.000Z

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