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Lori Ann Ragus

PMA Asset Management, LLC

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About Lori Ann Ragus

Lori Ann Ragus is a registered investment advisor representative with PMA Asset Management, LLC. Lori has been in the financial services industry since March 29, 2010. Lori holds several industry licenses and certifications, including Series 66, Series 50, Series 53, Series 54, Series 24, Series 99TO, and Series 14. Lori has experience in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Lori Ragus 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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Lori Ragus’s Registration & Firm History

IL

05/22/2019 - Present

PMA Asset Management, LLC (Naperville IL)

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Licenses & Designations

BOTH

Issued 04/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/12/2019

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 06/10/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/24/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2016

Series 50 - Municipal Advisor Representative Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Ann Ragus.
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