Park Capital Management, LLC

Park Capital Management, LLC (CRD# 158965) is a financial advisory firm headquartered in Madison, WI. They manage $63,000,000 in 418 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $150,718
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Park Capital Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Anna Lisovskaya
CRD#: 6161107
[email protected], Weehawken, NJ 07086
98
Wealthminder
score

Anna Lisovskaya (CRD# 6161100) is an Investment Advisor Representative working at cksd;fjevthlghij;kk,kt'.k'k',trkhSolutions, Inc. in Weehawken, NJ and has over 5 years of experience in the finance industry.

2
John P. Friar
CRD#: 5461534
700 Regent St., Madison, WI 53715
96
Wealthminder
score

John Friar (CRD# 5461534) is an Investment Advisor Representative working at Park Capital Management, LLC in Madison, WI and has over 10 years of experience in the finance industry. John Friar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Emma W. Mueller
CRD#: 5607866
700 Regent St., Madison, WI 53715
93
Wealthminder
score

Emma Mueller (CRD# 5607866) is an Investment Advisor Representative working at Park Capital Management, LLC in Madison, WI and has over 8 years of experience in the finance industry.

4
Robert Schlicht
CRD#: 5969500
700 Regent St., Madison, WI 53715
90
Wealthminder
score

Robert Schlicht (CRD# 5969500) is an Investment Advisor Representative working at Park Capital Management, LLC in Madison, WI and has 1 year of experience in the finance industry. Robert Schlicht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Erik J. Hausmann
CRD#: 5165359
700 Regent St., Madison, WI 53715
89
Wealthminder
score

Erik Hausmann (CRD# 5165359) is an Investment Advisor Representative working at Park Capital Management, LLC in Madison, WI and has over 2 years of experience in the finance industry.

6
Clinton L. Bauch
CRD#: 2791047
700 Regent St., Madison, WI 53715
86
Wealthminder
score

Clinton Bauch (CRD# 2791047) is an Investment Advisor Representative working at Park Capital Management, LLC in Madison, WI and has over 21 years of experience in the finance industry. Clinton Bauch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Daniel J. Spellman
CRD#: 3173952
700 Regent St., Madison, WI 53715
49
Wealthminder
score

Daniel Spellman (CRD# 3173952) is an Investment Advisor Representative working at Park Capital Management, LLC in Madison, WI and has over 19 years of experience in the finance industry.

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