Courtney Clarke is a registered investment advisor at Ptma Investment Advisors, based in West Des Moines, IA, with 5 years of industry experience. Courtney 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
1415 28th Street, Suite 200, West Des Moines, IA, 50266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Courtney is the Mayor of the City of Waukee, dedicating about a quarter of their time to oversight and liaising with other government bodies. Courtney also serves as a board member for the Iowa Child Advocacy Board, a state-run volunteer organization, dedicating minimal time to oversight duties.
Employment History
Current Registrations
Ptma Investment Advisors
State Registrations1 state
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