Benjamin Taylor Bjelland Nordin

Employer firm

Ptma Investment Advisors CRD 301973

$30.6B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 01/2019
  Gwg Holdings
  Minneapolis, MN
• 09/2015 → 10/2016
  Dillard's Department Store
  Lincoln, NE
• 10/2016 → 01/2019
  Emerson Equity Llc
  San Mateo, CA
• 07/2019 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  St. Paul, MN
• 06/2022 → Present
  Pma Securities, Llc
  St. Louis Park, MN
• 06/2022 → Present
  Pma Financial Network, Llc
  Naperville, IL
• 06/2022 → Present
  Pma Asset Management, Llc
  Naperville, IL
• 01/2019 → 06/2019
  Unemployed
  Minneapolis, MN

Previous Registrations

• 2019-08-19 → 2022-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Saint Paul, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-16
• S63 Uniform Securities Agent State Law Examination
  2016-12-29

Other Names

• Benjamin Nordin
• Benjamin Taylor Nordin
• Benjamin Taylor Bjelland Nordin
• Benjamin T B Nordin