Mack Investment Securities
45yrs
Top advisor by experience in Northfield
29yrs
Based in Northfield, Illinois, Patrick Nord is a fiduciary financial advisor with 29 years of industry experience. Patrick has been with Treetop Wealth Management since 2010; before that, Patrick spent ten years at Strategic Advisers. Patrick holds the CFP® designation.
One of 70 advisors with offices in Northfield, and one of 60 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience in Illinois
OfficeOne Northfield Plaza Suite 106, Northfield, IL 60093
How the firm is paid ?Percent of assets, Commissions
Typical client at the firm ?$2.1 million
Advisors at the firm3
States licensed ?1 state
Services through Treetop Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowTreetop Wealth Management, LLCCurrent firm
- 2001 – 2010Strategic Advisers LLCPreviously
Contact Patrick
(847) 386-6707Treetop Wealth Management main office One Northfield Plaza Suite 106Northfield, IL 60093Office · Get directions Firm websitewww.treetopwm.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Treetop Wealth Management at (847) 386-6707 and ask for Patrick Nord. Patrick works from the Northfield, IL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 29 years. Top 18% by experience in Illinois.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Treetop Wealth Management reports being paid by a percentage of the assets they manage, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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