Maddalena
Parks
Cirrus Wealth Management
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About this Advisor
Maddalena Parks is a financial advisor working in Independence, Ohio, with a total of 3 years of industry experience. Parks is currently employed by Cirrus Wealth Management. Throughout their career, Parks has worked at Skyline Property Group, Royal Alliance, Rehmann, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Rbc Capital Markets, LLC, Homemaker, City National Bank, Cirrus Wealth Management and Triad Advisors. Parks has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Michigan, Ohio and Texas. Cirrus Wealth Management is a firm headquartered in Independence, OH. It has offices in two locations and a total of 12 people on staff. It handles $298 million in assets under management across its 717 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves three charitable organizations. Of its 717 customer accounts, 20% belong to high-net-worth investors who have greater than $1 million in assets. Cirrus Wealth Management provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services are offered. Fees charged by Cirrus Wealth Management may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cirrus Wealth Management Brokerage Details
$298,349,000
12
717
$416,107
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Maddalena Parks Work History
Maddalena has been registered as a financial advisor for 3 years.*
Cirrus Wealth Management
Triad Advisors
City National Bank
Rbc Capital Markets, LLC
Wells Fargo Advisors LLC
Wells Fargo Clearing Services, LLC
Homemaker
Royal Alliance
Rehmann
Skyline Property Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Maddalena Parks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cirrus Wealth Management
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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