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Courtney Lynn Clarke

Ptma Investment Advisors

West Des Moines, IA

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Current Employers
Ptma Investment Advisors

2135 Citygate Lane 7Th Floor, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2020-09-30
  • IA RA
    APPROVED
    Since 2020-09-30

Branch Locations

1415 28Th Street Suite 200, West Des Moines, IA 50266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Img West Des Moines IA 07/2004 03/2020
Pma Asset Management, Llc Naperville IL 03/2020 Present
Miles Capital, Inc. West Des Moines IA 07/2004 03/2020
City Of Waukee Waukee IA 01/2020 Present
City Of Waukee Waukee IA 01/2018 12/2019
  • 07/2004 → 03/2020
    Img
    West Des Moines, IA
  • 03/2020 → Present
    Pma Asset Management, Llc
    Naperville, IL
  • 07/2004 → 03/2020
    Miles Capital, Inc.
    West Des Moines, IA
  • 01/2020 → Present
    City Of Waukee
    Waukee, IA
  • 01/2018 → 12/2019
    City Of Waukee
    Waukee, IA
Other Businesses

Entity: City of Waukee Address: 230 W. Hickman Rd, Waukee, Iowa 50263 Nature: Government Entity Investment-Related: No Position/Title: Mayor Start Date: 1/1/20 Hours / Month: 50 Hours/Trading Day: 8 per month Duties: Oversight of city leadership, liaising with other city governments and state legislative bodies Entity: Iowa Child Advocacy Board Address: 321 East 12th Street, 4th Floor Lucas Building, Des Moines, Iowa 50319 Nature: State-run volunteer organization advocating for protection of Iowa's children in child welfare system Investment-Related: No Position/Title: Board Member Start Date: 05/2017 Hours / Month: 2 Hours/Trading Day: None Duties: Oversight

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-30
  • S65 Uniform Investment Adviser Law Examination
    2020-09-30
Other Names
  • Courtney Lynn Martin

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