Cedric Buermann is a CFA-designated registered investment advisor at Ptma Investment Advisors, based in St. Louis Park, MN, with 19 years of industry experience. Cedric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 157 clients with $28B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5353 Wayzata Blvd, Suite 606, St. Louis Park, MN, 55416
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Cedric owns rental property since 2020, handling maintenance and tenant turnover. This activity requires minimal time and does not involve investment advice.
Employment History
Current Registrations
Ptma Investment Advisors
Previous Registrations
Pma Securities, LLCBroker
Ameriprise Financial Services, LLC
American Enterprise Investment Services INC.Broker
Ameriprise Financial Services, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.