Courtney
Clarke

Pma Asset Management, LLC

CRD#5032027
Investment Advisor
in West Des Moines, IA

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About this Advisor

Courtney Clarke is a financial advisor based in West Des Moines, Iowa, working with Pma Asset Management, LLC. Courtney has previously held positions at Img, Pma Asset Management, LLC, Miles Capital, Inc, and City Of Waukee. Courtney has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Courtney is part of Pma Asset Management, LLC, which operates out of West Des Moines, Iowa. The firm has 9 offices and 73 employees. The firm manages assets totaling $27.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Pma Asset Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1415 28Th Street Suite 200
West Des Moines, IA 50266

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Pma Asset Management, LLC Brokerage Details

Total Assets Under Management

$26,993,711,221

IA Average: $6,674,516,078
Total Number of Employees

73

IA Average: 44
Total Number of Accounts

499

IA Average: 2,564
Average Account Size

$54,095,614

IA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Courtney Clarke Work History

2020 - Present (4 years)

Pma Asset Management, LLC

2020 - Present (4 years)

City Of Waukee

2018 - 2019 (1 year)

City Of Waukee

2004 - 2020 (16 years)

Img

2004 - 2020 (16 years)

Miles Capital, Inc

Disclosures

Please visit the SEC profile of Courtney Clarke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pma Asset Management, LLC

Aaron Fricke
Naperville, IL
Dean Dibias
Minneapolis, MN
Brittany Woodruff
Naperville, IL
Timothy Flaherty
Naperville, IL
Jarett Felty
Naperville, IL
Kevin Kulling
Naperville, IL
Vivek Patel
Naperville, IL
John Huber
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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