Craig Peterman
Prism Wealth Management · Middleton, Wisconsin
Craig Peterman is a fee-only financial advisor at Prism Wealth Management in Middleton, Wisconsin, who holds the CFP and CFA credentials. Prism Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Prism Wealth Management |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $46M across 68 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL, WI · CRD 4377222 |
| Exams passed | Series 63 (2004) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Craig's firm compares
- Prism Wealth Management's average account is about $676,000, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Craig
Is Craig Peterman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Prism Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Prism Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Craig Peterman based?
Craig Peterman is based in Middleton, Wisconsin.
What credentials does Craig Peterman hold?
Craig Peterman holds the CFP and CFA credentials.
Is Craig Peterman registered with the SEC?
Yes. Craig Peterman is registered as an investment adviser representative in IL and WI (CRD 4377222), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prism Wealth Management manage?
Prism Wealth Management reports $46M across 68 accounts in assets under management.
How do I contact Craig Peterman?
Contact details aren't on file yet. Search for Prism Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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