Sara
Schnoor

Pma Asset Management, LLC

CRD#5268355
Investment Advisor
in Milwaukee, WI

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About this Advisor

Sara Schnoor is a financial advisor based in Milwaukee, Wisconsin, working with Pma Asset Management, LLC. Sara has previously held positions at Pma Securities, LLC, Pma Financial Network, LLC, Prudent Man Advisors, Pma Asset Management, LLC, and Opengov. Sara has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Missouri, Nebraska, Oklahoma, and Wisconsin. Currently, Sara is part of Pma Asset Management, LLC, which operates out of Milwaukee, Wisconsin. 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 63, 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

770 N. Jefferson, Suite 200
Milwaukee, WI 53202

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Pma Asset Management, LLC Brokerage Details

Total Assets Under Management

$26,993,711,221

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

73

WI Average: 44
Total Number of Accounts

499

WI Average: 2,564
Average Account Size

$54,095,614

WI 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

Sara Schnoor Work History

2022 - Present (3 years)

Pma Securities, LLC

2022 - Present (3 years)

Pma Asset Management, LLC

2021 - 2022 (1 year)

Opengov

2014 - 2021 (7 years)

Prudent Man Advisors

2006 - 2021 (15 years)

Pma Securities, LLC

2006 - 2021 (15 years)

Pma Financial Network, LLC

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Disclosures

Please visit the SEC profile of Sara Schnoor 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

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

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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