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Ptma Investment Advisors financial advisors
Every SEC-registered investment adviser representative at Ptma Investment Advisors, by the state and city of the office they work from.
The short answer
22 registered advisors work at Ptma Investment Advisors, in 4 states and 5 cities; the most are in Naperville, IL (16). 0 list the CFP designation and 19 are also registered broker representatives.
Search every Ptma Investment Advisors advisor by name →Who joined and left Ptma Investment Advisors →Ptma Investment Advisors: assets, clients and custodians →
Cities with the most Ptma Investment Advisors advisors
Naperville, IL 16St. Louis Park, MN 3Albertville, MN 1Milwaukee, WI 1West Des Moines, IA 1
Ptma Investment Advisors advisors by state
Questions
How many financial advisors does Ptma Investment Advisors have?
22 investment adviser representatives are registered with Ptma Investment Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 5 cities. 0 list the CFP designation and 19 are also registered as broker representatives.
Where does Ptma Investment Advisors have the most advisors?
Naperville, IL, with 16 registered advisors, then St. Louis Park, MN (3). By state, Illinois has the most, with 16.
How do I find a Ptma Investment Advisors financial advisor near me?
Pick your state below, then your city, to see every Ptma Investment Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Ptma Investment Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →