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Products & Services - Advisory Services

Advisory Services

Wealth management is a complex endeavor, and the factors affecting your success are always in flux.

For any issue – whether it’s diversifying your wealth as a business owner, minimizing your tax liability or planning for a big life event – you can turn to Park Financial Advisors. We’ll listen carefully, and we’ll work with you to turn your goals into a clear strategy for success.

All along the way, you can count on us for objective, experienced insights and a constant commitment to making it as easy as possible to protect and grow your personal wealth.

Get in Touch to Learn More?

John Hutchinson, AIF®
Vice President
LPL Financial Advisor

Alan Barnes, CFP®, CLU®
Vice President
LPL Financial Advisor

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Your personalized plan pulls together a broad range of asset classes and investment categories. We provide access to:

  • Active portfolio management
  • Tax-advantaged investments
  • Mutual funds
  • Managed account programs
  • ETFs and other alternative investments
  • Fee-based asset management programs overseen by leading institutional money managers
Simplify a complex environment with smart, objective insights relevant to your unique situation.

With Park Financial Advisors, you can rest assured that we have only your interests at heart. We offer no proprietary investment funds. And through our relationship with LPL Financial, the largest independent broker dealer in the U.S.1, we bring you access to objective investing research.

Turn to us for advice on a broad array of resources to advance your investment goals:

  • Mutual funds
  • Stocks and bonds
  • Exchange traded funds
  • Fixed and variable annuities
  • Separate managed accounts

1 As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

Our Proactive 5-Step Process

  1. Get to know you. Your priorities, your values, your current situation, your goals.
  2. Answer your questions.
  3. Put a plan together. We call it a road map, a document that we refer to during all of our conversations.
  4. Discuss. We make sure you understand how to use your plan.
  5. Update and adjust. Needs, desires, circumstances and markets change. We meet with you on a regular basis to help you adapt.
*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Park Bank and Park Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured By any Federal Government Not A Bank Deposit

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin, Illinois, Arizona, Florida, Colorado, New Mexico.