Osaic Wealth
47yrs
Top advisor by experience in Naperville
8yrs
Alejandro Alanis
Financial advisor at Ptma Investment Advisors
Alejandro Alanis has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Naperville, Illinois. Alejandro has been with Ptma Investment Advisors since 2022; before that, Alejandro spent a year at Thrivent Investment Management and less than a year at Edward Jones. Ptma Investment Advisors offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office2135 Citygate Lane 7th Floor, Naperville, IL 60563
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.91 million
Advisors at the firm27
States licensed ?1 state
Services through Ptma Investment Advisors
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowPtma Investment AdvisorsCurrent firm
- Aug 2021 – Jun 2022Thrivent Investment Management Inc.Previously
- Sep 2018 – Oct 2018Edward JonesPreviously
Contact Alejandro
Local office(630) 393-9494Ask for Alejandro. (630) 657-6400Main office 2135 Citygate Lane 7th FloorNaperville, IL 60563Office · Get directions Firm websiteHTTP://WWW.PMANETWORK.COM
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Questions to ask Alejandro
Tailored to Alejandro’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Alejandro
How do I contact Alejandro?
Call Alejandro’s local office at (630) 393-9494 or the Ptma Investment Advisors main office at (630) 657-6400, and ask for Alejandro Alanis.
How long has Alejandro been a financial advisor?
Alejandro has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Alejandro hold?
Series 66. Tap any license on this page to see what it allows.
Is Alejandro a fiduciary?
Alejandro is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alejandro paid?
Ptma Investment Advisors reports being paid by a percentage of the assets they manage. Ask Alejandro 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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