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2135 Citygate Lane 7Th Floor, Naperville, IL 60563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-05-31 |
Branch Locations
5298 Kyler Ave. Ne 2Nd Floor, Albertville, MN 55301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pma Securities, Llc | Albertville | MN | 06/1998 | 05/2026 |
| Pma Financial Network, Llc | Naperville | IL | 05/2026 | Present |
| Pma Securities, Llc | Albertville | MN | 05/2026 | Present |
| Ptma Investment Advisors, Llc | Albertville | MN | 03/2026 | Present |
| Pma Financial Network, Llc | Albertville | MN | 06/1998 | 05/2026 |
| Forecast5 Analytics, Inc. | Albertville | MN | 07/2013 | 09/2018 |
| Prudent Man Advisors, Llc | Albertville | MN | 03/2011 | 03/2026 |
Rocky Mountain Elk Foundation; member; not investment related, Missoula, MT; volunteer in conservation organization; anticipated start date 12/2020; devote less than 20 hours per month to activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-09-22 |
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