Our Services | Madison Park Advisors

Our Services

Madison Park Advisors provides a wide range of services
to support the financial management needs of our clients.

Stocks & Bonds
Mutual Funds & ETFs
Government Securities
Treasuries & Trusts
Managed Accounts
Options (Portfolio Hedges)
Equity-Linked CDs

Investments

Accumulation
Asset Allocation
Cash Flow Analysis
Retirement Planning
Education Planning
Estate & Legacy Planning

Financial Planning

Individual & Joint
Small Business
LLC, LP, and Partnership
Corporate
Non-Profit Organization
IRAs, 529, 401k, 403b
Pensions & Profit Sharing

Accounts

Securities offered through Stephen A Kohn & Associates, Ltd. 7114 W. Jefferson Ave., Ste. 305, Lakewood, Colorado 80235 / www.sakohn.com / Member FINRA, SIPC, MSRB. Investment Advisory Services offered through Institute for Wealth Management, Inc., an SEC registered investment advisor –Denver, Colorado.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Madison Park Advisors LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.