PMA Securities, LLC

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
119
Avg account
$0

Firm details

Headquarters
Naperville, Illinois
CRD number
30397
Registered since
July 1, 1992

Firm profile

FINTRX

Overview

PMA Securities, LLC is organized as a limited liability company and is shown in FINTRX as SEC-registered since 1992. The record lists the owner type as a domestic entity and individual. The firm is classified as "Unclassified" in the snapshot and is not identified as a capital allocator, pension consultant, related adviser, or a multi-state or newly formed adviser. FINTRX also indicates the firm is not an active ESG investor. The dataset provides no public detail on the firm's advisory business model, fee schedules, client segments, or specific service lines; those items were not populated in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • Michele Wiberg

    Michele Wiberg

    Chief Sales & Marketing OfficerCRD 2996508

  • Paul Ziegler

    Paul Ziegler

    CoordinatorCRD 7820542

  • Kevin Kulling

    Kevin Kulling

    SVP, Deputy Chief Compliance OfficerCRD 6725337

Unlock 6 more executives

Contacts

3 of 110
  • Cannon Garcia

    Cannon Garcia

    Associate Relationship ManagerCRD 8201818

  • Charles Czachor

    Charles Czachor

    Senior Vice PresidentCRD 4173154

  • Anita Tracy

    Associate Vice PresidentCRD 7254446

Unlock 107 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Naperville, IL

Du Page

Location

Naperville, IL

Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
2135 City Gate Ln
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth