Patrick Nord (CRD# 2887913) is an Investment Advisor Representative working at Treetop Wealth Management, LLC in Northfield, IL and has over 26 years of experience in the finance industry. Patrick Nord has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Treetop Wealth Management, LLC | Northfield, IL | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- IL
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$457,143
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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