Trust Services

with Park Financial Advisors

Protect your assets, preserve your legacy.

A trust can help protect your assets, reduce your tax obligations and define the management of your assets according to your wishes in a private, effective way.

Park Financial Advisors works with The Private Trust Company, N.A. (PTC) to deliver fully integrated administrative trust services to you in a seamless manner, while staying connected with your trusted advisor. PTC is a wholly owned subsidiary of LPL Financial LLC and a nationally chartered trust bank licensed in all 50 states.

Through PTC, we offer the full range of trusts and services, including:

Revocable or Living Trusts
Irrevocable Trusts
Charitable Trusts
Special Needs Trusts
Foundations

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Park Financial Advisors – Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Park Bank and Park Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Park Financial Advisors, and may also be employees of Park Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Park Bank or Park Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Disclosure: Not Insured by FDIC or Any Other Government Agency, Not Bank Guaranteed, Not Bank Deposits or Obligations, May Lose Value

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.

Other Secure Logins