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Glen Sansue Park

Park Capital Group, Inc.

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About Glen Sansue Park

Glen Sansue Park is a financial advisor with over 28 years of experience in the industry. Glen is a Certified Financial Planner™ professional and is registered with Park Capital Group, Inc. Glen is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Glen's areas of expertise include financial planning, retirement planning, and investment management. Glen is committed to providing his clients with personalized financial advice and strategies to help them reach their financial goals.

Firm Information

Glen Park is currently registered with Park Capital Group, Inc.. Park Capital Group, Inc. is a registered investment advisor with 2 investment advisor representatives. The firm offers financial consulting services, financial planning, and educational seminars. They also provide portfolio management for individuals, businesses, and pooled investment vehicles. Park Capital Group, Inc. manages approximately $69.88 million in assets for 236 accounts.

$69.88M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glen Park’s Registration & Firm History

CA

01/03/2013 - Present

Park Capital Group, Inc. (REDONDO BEACH CA)

CA

09/01/1994 - 12/15/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CERRITOS CA)

WI

05/29/1998 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 03/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/31/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Glen Sansue Park.
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