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CFP
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CFP

Theresa Artac

Park Avenue Securities LLC
9 Years of Experience
Wausau, WI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Theresa Artac is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Wausau, WI, with 9 years of industry experience. Theresa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2600 Stewart Ave, Suite 270, Wausau, WI, 54401

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History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Theresa places insurance and fixed annuity contracts for clients not offered through Guardian/PAS since 2019. This activity requires minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
November 2018 - Present · 7 yrs 11 mos
Park Avenue Securities LLCBroker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
June 2017 - November 2018 · 1 yr 5 mos
Ameriprise Financial Services, INC.Broker
January 2017 - November 2018 · 1 yr 10 mos
State Registrations17 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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