David Monk
David Monk is a registered investment advisor at Park Avenue Securities LLC, based in Wausau, WI, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
226126 Hummingbird Road, Wausau, WI, 54401
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Regulatory History (1)
Customer Dispute
February 2006Other Business ActivitiesSells Insurance
David officiates youth sports, places insurance and fixed annuity contracts, is a notary public, and has a small ownership stake in a ginseng farm. He also serves as power of attorney for his wife and is a board member of the Wausau Community Foundation.
Employment History
Current Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.