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Tim Shmidl

Wealth Manager - Certified Financial Planner Professional® and Principal

Prism Financial Group LLC

United States, Kansas, Overland Park

About Me

Tim developed a successful wealth management practice that continues to grow through referrals from his existing clients, as well as other professional advisors. As a result of Tim’s expertise, in 1999 he was invited into an alliance with Mize Houser and Company, P.A., a regional accounting firm. Mize Houser specialties include accounting and tax services for professionals, business owners and has developed a specialization of working with owner/operators of McDonald’s restaurants on a nationwide basis. Tim is active in community and industry affairs while actively working with the Financial Planning Association. Tim enjoys spending time with his wife, Theresa, as well as his twin da

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Profile Information

Wealth Manager - Certified Financial Planner Professional® and Principal

Prism Financial Group LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Overland Park

Kansas

United States

Jun 26, 2025

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