Patrick Nord has been Managing Member of TreeTop Wealth Management since October 2010, is a control person of the firm and directly owns between 25% and 50% of it. Patrick Nord holds a Bachelor of Arts in English from Brigham Young University.
Treetop Wealth Management, LLC is a Northfield, IL firm with $210M under management, 100 clients and 3 advisers in one office, as of its January 2026 filing.
Ryan Nord is one of the founders and managing Principals of TreeTop Wealth Management, based in Northfield, IL. He has worked in the financial services industry for over 15 years. Before founding TreeTop, he was Vice President and Senior Account Executive of the Private Client Group at Fidelity Investments in Highland Park, IL.
Patrick Nord’s longest registration is the current one, 16 years at TreeTop Wealth Management since 2010. Before joining TreeTop Wealth Management in 2010, Patrick Nord was registered through Strategic Advisers, Inc.
- – present · 16 yearsNorthfield, IL · Adviser representative · Firm CRD 155013
- Strategic Advisers, Inc.– · 9 yearsHighland Park,, IL · Adviser representative · Firm CRD 104555
Professional designations
Listed by TreeTop Wealth Management
- CFP®
Investment adviser representative registrations
Patrick Nord is registered as an investment adviser representative in Illinois, since October 2010.
- IllinoisSince 13 October 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 March 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 1997 |
| Series 7 | General Securities Representative Examination | 15 May 1997 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick Ryan Nord
- CRD
- 2887913
- Firm
- TreeTop Wealth Management · CRD 155013
- Role
- Managing Member
- Office
- ONE NORTHFIELD PLAZA, SUITE 106, Northfield, IL 60093
- Registration
- Investment adviser registration
- In the industry since
- March 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- treetopwm.com
Where does Patrick Nord work?
Patrick Nord has been Managing Member of Treetop Wealth Management, LLC since October 2010, and is a control person of the firm.
Is Patrick Nord a financial advisor?
Yes. Patrick Nord has a current investment-adviser registration in Illinois, through TreeTop Wealth Management since October 2010.
How many years of experience does Patrick Nord have?
Patrick Nord has 25 years in the financial industry, since March 2001, across 2 adviser firms.
What exams has Patrick Nord passed?
Patrick Nord has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in May 1997.
Where is Patrick Nord based?
Patrick Nord’s registered office is in Northfield, IL.
Is Patrick Nord registered with FINRA?
No. Patrick Nord has no current broker registration.
Is Patrick Nord a CFP?
TreeTop Wealth Management lists Patrick Nord with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Patrick Nord’s record?
Search CRD 2887913 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Nord’s full registration record.
