Unclaimed Profile

Patrick Ryan Nord

TREETOP WEALTH MANAGEMENT, LLC·NORTHFIELD, Illinois

Series 7, Series 63, Series 66CFPClean record25 years registeredTREETOP WEALTH MANAGEMENT, LLC

ONE NORTHFIELD PLAZA, NORTHFIELD, IL 60093CRD# 2887913Firm CRD# 155013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Ryan Nord · NORTHFIELD, IL

Registration

CRD #2887913 · TREETOP WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

TREETOP WEALTH MANAGEMENT, LLC

Oct 2010 – present

STRATEGIC ADVISERS, INC.

Mar 2001 – Oct 2010

HIGHLAND PARK,, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · March 28, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TREETOP WEALTH MANAGEMENT, LLC

CRD 155013 · SEC 801-121465

AUM

$160M

Regulatory assets under management

Employees

350 client accounts

Services offered by TREETOP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TREETOP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Ryan Nord offer?

Patrick Ryan Nord specializes in Financial Planning, Investment Management. Contact their office in NORTHFIELD, Illinois for a consultation.

What are Patrick Ryan Nord's credentials?

Patrick Ryan Nord holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick Ryan Nord located?

Patrick Ryan Nord is based in NORTHFIELD, Illinois, working with TREETOP WEALTH MANAGEMENT, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.

How does Patrick Ryan Nord charge for services?

Patrick Ryan Nord's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TREETOP WEALTH MANAGEMENT, LLC?

TREETOP WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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