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 has been registered with the SEC since 1992. The snapshot characterizes ownership as a combination of a domestic entity and an individual, and does not place the firm into one of the standard RIA classifications (the record lists the firm as "Unclassified"). The available data provides few details about business lines or client segments: fields for client base, fee structure, business activities and advisory activities are blank. The profile flags a number of negative indicators — the firm is not identified as a capital allocator, is not an active ESG investor, is not listed as a multi-state adviser, is not a pension consultant, and is not marked as a related adviser. Those flags, together with the missing business-activity descriptors, limit what can be said about the firm’s core advisory or asset-management role.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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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

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth