Alyssa
Thompson

Park Capital Management, LLC

CRD#6870222
Investment Advisor
in Madison, WI

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About this Advisor

Alyssa Thompson is a financial advisor operating out of Madison, Wisconsin with a total of 5 years of relevant experience. Thompson currently works for Park Capital Management, LLC. Throughout their career, they have worked at Park Capital Management, LLC, Hausmann-Johnson Insurance, The Qti Group and Firestone Complete Auto Care. Thompson has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Wisconsin. Park Capital Management, LLC is a firm based out of Madison, WI. It handles $306 million in assets among its 1,022 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises three charitable organizations. Of its 1,022 client accounts, 16% are held by high-net-worth investors who have at least $1 million in assets. Park Capital Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice are based on which service is offered. Fee types billed by Park Capital Management, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1601 Greenway Cross Suite 201
Madison, WI 53713

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Park Capital Management, LLC Brokerage Details

Total Assets Under Management

$305,552,072

WI Average: $2,826,565,184
Total Number of Employees

9

WI Average: 43
Total Number of Accounts

1,022

WI Average: 1,898
Average Account Size

$298,975

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Alyssa Thompson Work History

Alyssa has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Park Capital Management, LLC

2015 - 2017 (2 years)

Hausmann-Johnson Insurance

2014 - 2015 (1 year)

The Qti Group

2012 - 2014 (2 years)

Firestone Complete Auto Care

*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 Alyssa Thompson 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 Park Capital Management, LLC

Clinton Bauch
Madison, WI
Daniel Spellman
Madison, WI
Alyssa Thompson
Madison, WI
Cameron Gray
Madison, WI
John Friar
Madison, WI
Todd Thompson
Madison, WI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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