Clinton Lee Bauch
Investment adviser representative at Park Capital Management, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$868MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2012 to now
- Park Capital Management, LLCNov 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Park Capital Management, LLC
$868MAssets managed
625Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2791047
- Firm CRD
- 158965