Advisor at MMA Securities LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MMA Securities LLC
Location
Schaumburg, IL 60173
Credentials
CFA®, Series 66
Industry experience
15 years
Based on MMA Securities LLC
20 N. Martingale Road, Ste. 100
Schaumburg, IL 60173
Illinois
Marsh McLennan Agency
2025 - Present (1 year)
MMA Securities, LLC
2025 - Present (1 year)
LPL Financial
2025 - 2025 (1 year)
IHT Wealth Management
2025 - 2025 (1 year)
Plexus Financial Services, LLC
2016 - 2025 (9 years)
Raymond James & Associates
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Glenview, IL
Echo Prudent Capital LLC
CFA®
Barrington, IL
Maple Street Capital Advisors, LLC
Series 65
Elk Grove Village, IL
MOA Advisory & Financial Services Co
CFP®
Wheaton, IL
Lamke Financial LLC
Series 63, Series 65
Rolling Meadows, IL
Leading Edge Wealth Management, LLC
CFA®, Series 66
Lincolnshire, IL
SVN Capital, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")