BN
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Benjamin Nordin

8 Years of Experience
Naperville, IL

Benjamin Nordin is a registered investment advisor at Ptma Investment Advisors, based in Naperville, IL, with 8 years of industry experience. Benjamin 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
Fee-Only (% of Portfolio)
Firm Size
29 advisors
IM Fee
Planning only
Assets Under Management
$27.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2135 Citygate Lane, 7th Floor, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Ptma Investment Advisors
June 2022 - Present · 3 yrs 10 mos
Previous Registrations
Pma Securities, LLCBroker
June 2022 - December 2024 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2019 - June 2022 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2019 - June 2022 · 2 yrs 10 mos
Emerson Equity LLCBroker
December 2016 - January 2019 · 2 yrs 1 mo
State Registrations2 states
IAMN
Advisor

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.

Exams
No exam information available for this advisor.