Sara Ann Schnoor
Investment adviser representative at Ptma Investment Advisors
20 yearsExperience
5 statesRegistered in
$30.6BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Ptma Investment AdvisorsJun 2022 to now
- Pma Asset Management, LLCMay 2022 to now
- Pma Securities, LLCMay 2022 to now
- OpengovOct 2021 to May 2022
- Prudent Man AdvisorsJun 2014 to Oct 2021
- Pma Financial Network, LLCNov 2006 to Oct 2021
- Pma Securities, LLCNov 2006 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 5 states (FL, MO, NE, OK, WI).
Ptma Investment Advisors
Legal name: Prudent Man Advisors, LLC
$30.6BAssets managed
161Clients
27Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5268355
- Firm CRD
- 301973