Timothy Urban
Timothy Urban is a registered investment advisor at Park Avenue Securities LLC, based in Crystal Lake, IL, with 11 years of industry experience. Timothy 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
125 S Virginia St, Crystal Lake, IL, 60014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Timothy serves on the board of Independence Health & Therapy and the Crystal Lake Chamber of Commerce, dedicating a few hours per week to these roles. He also acts as power of attorney for his wife and is involved with Financial Strategies Group, spending minimal time on each.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
State Registrations24 states
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