Park Financial Advisors

Money Directory

Published October 29, 2012

14870 W. Greenfield Ave.

Brookfield, WI, 53005

Primary Contact: Phil Hickman

(262) 827-5120

Website: www.ParkFinancialAdvisors.com

Year Founded: 1915

Primary market served: Individuals

Secondary market served: Privately held Companies

Primary category of service: Investments (Individual and/or 401k)

Other services provided: Banking
Deferred Compensation Plans
Estate Planning
Financial Planning
Insurance
Investments
Long Term Care
Lump Sum Distribution
Private Banking
Wealth Management
401K Plans
403B Rollovers

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: Park Financial Advisors offers access to a full range of business and personal financial planning services for companies, individuals, and families in southeastern Wisconsin.

Most typical fee structure: Commission for products sold

Total assets under management: Under $100 million

Net worth of typical client/family/business: $1 to $4.9 million

Minimum investment required: Under $500,000

Typical age of your clients: 36 to 54

Primary industry: Manufacturing

Secondary industry: Business Service

For business customers, typical size in total number of employees: 50 to 99

For business customers, typical size in total annual sales: $5 to $19.9 million

Other services provided: 401K
SEP
IRA

Investment philosophy: We take a comprehensive planning approach that helps clients identify and prioritize their personal or business financial objectives, which involves active communication, review, and diversification.

Management of customer portfolios: External money managers only