A complete list of active advisors currently associated with Parks Wealth Management LLC
Warmer can help you find a great advisor at Parks Wealth Management LLC or one who fits your needs even better.
Parks Wealth Management LLC offers discretionary asset management together with financial planning and consulting services, providing ongoing portfolio oversight and tailored planning engagements. Its Form ADV indicates the firm was founded in 2025, is wholly owned by its principal, and currently reports no assets under management or active advisory clients. The firm operates with discretionary trading authority and employs fundamental, technical and cyclical analysis to implement strategies that range from long- and short-term positions to options, derivatives and other complex instruments. It charges asset-management clients using a percentage-of-assets approach while financial planning engagements are billed on an hourly basis, and the brochure notes planning work is delivered on a defined timetable and may be waived if clients implement recommendations through the firm. Noteworthy aspects include the use of hourly fees for planning—an uncommon practice among firms in the investment-manager category—coupled with a broad stated investment menu that includes structured notes, hedge funds, managed futures and options. Other operational details that may matter to institutional or pooled-vehicle clients are the firm’s requirement to use Charles Schwab as custodian, its policy of not aggregating trades across accounts, and its stated practice of not voting client proxies.
To learn more about the advisors currently working at Parks Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lowell, IN
| 0
|
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