Treetop Wealth Management, LLC

Treetop Wealth Management, LLC (CRD# 155013) is a financial advisory firm headquartered in Northfield, IL. They manage $80,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Treetop Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Patrick R. Nord
CRD#: 2887913
One Northfield Plaza, Suite 106, Northfield, IL 60093
96
Wealthminder
score

Patrick Nord (CRD# 2887913) is an Investment Advisor Representative working at Treetop Wealth Management, LLC in Northfield, IL and has over 19 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.

2
Kevin M. Yeoman
CRD#: 2636473
One Northfield Plaza, Suite 106, Northfield, IL 60093
96
Wealthminder
score

Kevin Yeoman (CRD# 2636473) is an Investment Advisor Representative working at Treetop Wealth Management, LLC in Northfield, IL and has over 15 years of experience in the finance industry. Kevin Yeoman 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.

3
David J. Pedley
CRD#: 3068557
One Northfield Plaza, Suite 106, Northfield, IL 60093
93
Wealthminder
score

David Pedley (CRD# 3068557) is an Investment Advisor Representative working at Treetop Wealth Management, LLC in Northfield, IL and has over 18 years of experience in the finance industry.

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