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Amy Buikema

24 Years of Experience
Naperville, IL
Broker

Amy Buikema is a registered investment advisor at Ptma Investment Advisors, based in Naperville, IL, with 24 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 157 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
29 advisors
IM Fee
Planning only
Assets Under Management
$27.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2135 Citygate Lane, 7th Floor, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ptma Investment Advisors
June 2019 - Present · 6 yrs 10 mos
Pma Securities, LLCBroker
June 2019 - Present · 6 yrs 10 mos
Previous Registrations
Interactive Financial Advisors
May 2016 - May 2019 · 3 yrs
Brooklight Place Securities, INC.
February 2010 - December 2015 · 5 yrs 10 mos
Brooklight Place Securities, INC.Broker
May 2005 - June 2019 · 14 yrs 1 mo
New England SecuritiesBroker
May 2002 - May 2005 · 3 yrs
TD Waterhouse Investor Services, INC.Broker
October 2000 - August 2001 · 10 mos
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.