Ptma Investment Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

301973

SEC number

801-115313

Firm type

RIA

Assets under management

$30.6B as of Apr 30, 2026

Website

www.pmanetwork.com ↗

Phone

630-657-6400

Address

2135 Citygate Lane, Naperville, IL, 60563

Advisors at this firm

29 in our index · page 1 of 1

• Alejandro AlanisCRD 6937260 · Naperville, IL
  IA RegisteredBroker
• Cedric Peter BuermannCRD 4837152 · St. Louis Park, MN
  IA RegisteredRegistration inactive
• Amy Lynn BuikemaCRD 4238413 · Naperville, IL
  IA RegisteredBroker
• Chase David BylerCRD 5189607 · Naperville, IL
  IA RegisteredBroker
• Paula Jean CooperCRD 1887076 · Naperville, IL
  IA RegisteredBroker
• Rajesh ChainaniCRD 4082262 · Naperville, IL
  IA RegisteredBroker
• Courtney Lynn ClarkeCRD 5032027 · West Des Moines, IA
  IA Registered
• James O'neill DavisCRD 2660454 · Naperville, IL
  IA RegisteredBroker
• Dean Mitchell DibiasCRD 6347975 · St. Louis Park, MN
  IA Registered
• Brandon Douglas EngleCRD 7122496 · Naperville, IL
  IA RegisteredBroker
• Timothy James FlahertyCRD 6229406 · Naperville, IL
  IA RegisteredBroker
• Jarett Dylan FeltyCRD 7749604 · Naperville, IL
  IA RegisteredBroker
• Aaron Alexander FrickeCRD 6958807 · Naperville, IL
  IA RegisteredBroker
• Brian David HextellCRD 5075152 · Naperville, IL
  IA RegisteredBroker
• Kent Donald JohnsonCRD 2087421 · Albertville, MN
  IA RegisteredBroker
• Kevin KullingCRD 6725337 · Naperville, IL
  IA RegisteredBroker
• Thomas Anthony LanzaraCRD 6069739 · Naperville, IL
  IA RegisteredBroker
• David James LutterCRD 4883428 · Naperville, IL
  IA RegisteredBroker
• Hunter Cole MartinCRD 7973931 · Naperville, IL
  IA RegisteredBroker
• Benjamin Taylor Bjelland NordinCRD 6728758 · Naperville, IL
  IA RegisteredRegistration inactive
• Steven Robert PumperCRD 5699223 · Naperville, IL
  IA RegisteredBroker
• Lori Ann RagusCRD 5754738 · Naperville, IL
  IA RegisteredBroker
• Sara Ann SchnoorCRD 5268355 · Milwaukee, WI
  IA RegisteredBroker
• Kendra Lynne ShellandCRD 5471072 · St. Louis Park, MN
  IA RegisteredBroker
• Kenneth Doyle ShulerCRD 5035418 · Naperville, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Allen StramaraCRD 2236914 · Naperville, IL
  IA RegisteredBroker
• Brett Nathaniel WeedenCRD 4913375 · Naperville, IL
  IA RegisteredBroker
• Brittany Lee WoodruffCRD 6351148 · Naperville, IL
  IA RegisteredBroker
• Caleb Brian WalterCRD 6551405 · Naperville, IL
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.