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Brett Nathaniel Weeden

PMA Asset Management, LLC

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About Brett Nathaniel Weeden

Brett Nathaniel Weeden is an active investment advisor representative and registered with the state of Wisconsin since 2005. Brett Weeden has been in the industry since 2005. He has a Series 7, Series 24, Series 50, Series 54, Series 63 and Series 65 licenses. Brett Weeden currently works for PMA Asset Management, LLC. PMA Asset Management, LLC is an investment advisor based out of Naperville, IL. The firm has 64 employees and oversees $26,993,711,221 in assets. They specialize in portfolio management for individuals, businesses and pooled investment vehicles.

Firm Information

Brett Weeden is currently registered with PMA Asset Management, LLC. PMA Asset Management, LLC is an investment advisor based in Naperville, Illinois. The firm manages approximately $26.99 billion in assets for a variety of clients, including individuals, corporations, state and municipal governments, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors.
PMA Asset Management, LLC

2135 CITYGATE LANE

NAPERVILLE, IL 60563

$26.99B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Weeden’s Registration & Firm History

IL

07/02/2024 - Present

PMA Asset Management, LLC (NAPERVILLE IL)

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Licenses & Designations

IA

Issued 07/01/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2020

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 07/03/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2016

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 02/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Nathaniel Weeden.
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