Financial ADVSR advisor directory · SEC adviser records
Ptma Investment Advisors financial advisors in Naperville, IL
Every SEC-registered investment adviser representative at a Ptma Investment Advisors office in Naperville, A to Z.
The short answer
16 registered advisors work at Ptma Investment Advisors in Naperville, out of 22 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 16 are also registered broker representatives.
Ptma Investment Advisors advisors in Naperville, A to Z
Every Ptma Investment Advisors advisor →- Alejandro AlanisAlso a broker rep
- Paula J. CooperAlso a broker rep
- Brandon D. EngleAlso a broker rep
- Jarett D. FeltyAlso a broker rep
- Timothy J. FlahertyAlso a broker rep
- Aaron A. FrickeAlso a broker rep
- Brian D. HextellAlso a broker rep
- Thomas A. LanzaraAlso a broker rep
- David J. LutterAlso a broker rep
- Hunter C. MartinAlso a broker rep
- Steven R. PumperAlso a broker rep
- Lori A. RagusAlso a broker rep
- Kenneth D. ShulerAlso a broker rep
- Michael A. StramaraAlso a broker rep
- Brett N. WeedenAlso a broker rep
- Brittany L. WoodruffAlso a broker rep
Ptma Investment Advisors advisors in every city and state →Ptma Investment Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ptma Investment Advisors advisors in other cities
St. Louis Park, MN 3Albertville, MN 1Milwaukee, WI 1West Des Moines, IA 1
Other firms in Naperville
All Naperville advisors →Strategic Advisers LLC 32LPL Financial LLC 30Edward Jones 24J.P. Morgan Securities LLC 23Ameriprise Financial Services, LLC 21Wells Fargo Clearing Services, LLC 21Calamos Wealth Management LLC 20Wells Fargo Advisors Financial Network, LLC 20Calamos Advisors LLC 18Raymond James & Associates, Inc. 16Stifel, Nicolaus & Company, Incorporated 13Charles Schwab & Co., Inc. 12
Questions
How many financial advisors does Ptma Investment Advisors have in Naperville?
16 investment adviser representatives are registered at Ptma Investment Advisors offices in Naperville, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 0 list the CFP designation and 16 are also registered as broker representatives.
Is Ptma Investment Advisors one of the largest advisor employers in Naperville?
Ptma Investment Advisors ranks number 10 in Naperville by registered advisors; Strategic Advisers LLC has the most, with 32.
How do I check a Ptma Investment Advisors advisor in Naperville?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.