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Financial ADVSR advisor directory · SEC adviser records

Ptma Investment Advisors financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Ptma Investment Advisors office in Minnesota, by city and A to Z.

The short answer

4 registered advisors work at Ptma Investment Advisors in Minnesota, out of 22 nationwide; it's the firm's number 2 state by advisors, and the most are in St. Louis Park (3). 0 list the CFP designation and 2 are also registered broker representatives.

Ptma Investment Advisors advisors by city in Minnesota

Every firm in Minnesota →

St. Louis Park 3Albertville 1

Ptma Investment Advisors advisors in Minnesota, A to Z

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Ptma Investment Advisors advisors in every state →Ptma Investment Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ptma Investment Advisors in other states

Illinois 16

Questions

How many Ptma Investment Advisors financial advisors are in Minnesota?

4 investment adviser representatives are registered at Ptma Investment Advisors offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 22 at the firm nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Where in Minnesota does Ptma Investment Advisors have the most advisors?

St. Louis Park, with 3, then Albertville (1). Ptma Investment Advisors has advisors in 2 cities in Minnesota.

How do I check a Ptma Investment Advisors advisor in Minnesota?

Each advisor below 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. Advisors are listed at the city of the Ptma Investment Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.