David Ptacek is a registered investment advisor at Ta-Check Financial LTD., based in Fairview Park, OH, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ta-Check Financial does not directly manage investments. Instead, they connect you with third-party asset managers like Potomac Fund Management. The fees you pay for investment management depend on the specific manager and the services they provide. Ta-Check receives a portion of these fees for referring you to the manager and providing ongoing client service.
Location
21800 Lorain Rd, Fairview Park, OH, 44126
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Regulatory History
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
David is a tax preparer/owner through TA-Check Financial LTD and Ptacek Tax Service LLC, and provides investment advisory services through TA-Check Financial LTD. He also has several other business ventures including real estate, document storage, and a senior living franchise, and sells non-variable insurance, dedicating minimal time to each.
Employment History
Current Registrations
Ta-Check Financial LTD.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ta-Check Financial LTD.
Sii Investments, INC.
Sii Investments, INC.Broker
Ta-Check Financial LTD.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
State Registrations43 states
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.