Brandon Clouse has been an investment adviser representative at Prism Planning Partners since May 2024, and is not listed among the firm’s executive officers or direct owners.
Prism Planning Partners, LLC is a Libertyville, IL firm with $242M under management, 151 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Brandon Clouse is Director of Physician Services, Senior Financial Planner at Prism Planning Partners. He has been a financial planner since 2012, and his work centers on physicians and others in the medical field. He assists in-training, attending, and retiring physicians with their financial planning needs.
Brandon Clouse’s longest registration was 6 years at Alera Investment Advisors, LLC (2017–2024). Before joining Prism Planning Partners in 2024, Brandon Clouse was registered through Alera Investment Advisors, LLC and Securian Financial Services, Inc.
- Prism Planning PartnersCurrent– present · 2 yearsLibertyville, IL · Adviser representative · Firm CRD 290485
- Alera Investment Advisors, LLC– · 6 yearsDeerfield, IL · Adviser representative · Firm CRD 287906
- Securian Financial Services, Inc.– · 5 yearsDeerfield, IL · Adviser representative · Firm CRD 15296
Professional designations
Listed by Prism Planning Partners
- CFP®
Investment adviser representative registrations
Brandon Clouse is registered as an investment adviser representative in Illinois, since May 2024.
- IllinoisSince 31 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 April 2012 |
| Series 7 | General Securities Representative Examination | 2 April 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brandon James Clouse
- CRD
- 6011176
- Firm
- Prism Planning Partners · CRD 290485
- Office
- 321 S. MILWAUKEE AVENUE, Libertyville, IL 60048
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prismplanningpartners.com
Where does Brandon Clouse work?
Brandon Clouse is an investment adviser representative registered through Prism Planning Partners, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Clouse a financial advisor?
Yes. Brandon Clouse has a current investment-adviser registration in Illinois, through Prism Planning Partners since May 2024.
How many years of experience does Brandon Clouse have?
Brandon Clouse has 14 years in the financial industry, since April 2012, across 3 adviser firms.
What exams has Brandon Clouse passed?
Brandon Clouse has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2012. FINRA credited Brandon Clouse with the SIE, which began in October 2018.
Where did Brandon Clouse work before Prism Planning Partners?
Before Prism Planning Partners, Brandon Clouse was registered through Alera Investment Advisors, LLC, November 2017 to May 2024; Securian Financial Services, Inc., April 2012 to November 2017.
Where is Brandon Clouse based?
Brandon Clouse’s registered office is in Libertyville, IL.
Is Brandon Clouse registered with FINRA?
No. Brandon Clouse has no current broker registration.
Is Brandon Clouse a CFP?
Prism Planning Partners lists Brandon Clouse with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Brandon Clouse’s record?
Search CRD 6011176 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Clouse’s full registration record.
