Patricia M. Parker
PATRICIA HEATON PARKER, CFP | Founder and Principal Advisor
Zionsville, IN 46077
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CRD#: 2927338
Professional summary
Patricia Michelle Heaton Parker, CFP®, who also goes by Patricia Michelle Heaton, Patricia Menestrina, Patti Parker, Patricia Welch, is a registered financial advisor currently at PATRICIA HEATON PARKER, CFP located in Zionsville, Indiana and ACCURATE WEALTH MANAGEMENT, LLC located in Newport Beach, California.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Patricia has worked at 13 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.
Biography
Patricia Heaton Parker has been an active member of the Financial Planning Industry for over 20 years. Her firm, Discovery Financial, is an Independant, Fee Only firm specializing in the needs of clients going through transition. Whether its retirement, marriage, divorce or being widowed, change is difficult. Finding someone to trust, someone who will help you make smart financial decisions is challenging. Ms. Parker has helped hundreds of clients over the years find peace in these turbulent times. Services include Financial Plans (initial and ongoing) and Investment Management services. The initial consultation, either by phone or in person, is free of charge and obligation. It is a time to see whether or not the client and advisor are a good fit. Any additional financial planning services are available by either an hourly fee or a quoted flat fee. Any investment management services are available as an annual percentage of Assets Under Management (AUM). This fee is based on account size, and will be quoted upon retainer. We believe in helping the communities we serve, and therefore we do not require a minimum account size to work with us.
Ms. Parker is a active member of the OC Financial Planning Association where she has served on the Board of Directors. She is also an active member of NAWBO-OC (National Association of Women Business Owners) and AiP (Advisors in Philanthropy). Ms. Parker teaches Retirement Planning and Employee Benefits in the CFP program at University of California, Irvine.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Retirement Income Management
Insurance Planning
Investment Planning
Estate Planning
Life Transitions
Divorce Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Career Change
Estate Planning
Investment Management
Getting Divorced
Getting Married
Mutual Funds
Real Estate
Job Loss
Retirement
Stocks & Bonds
Life Planning
Succession Planning
Medical & Health Issues
Sudden Wealth
Nontraditional Households
Special Needs
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
Patricia Michelle Heaton | Patricia Menestrina | Patti Parker | Patricia Welch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Discovery Wealth Management / Investment related/ DBA for RIA clients / 75 N Main Street Zionsville IN and Michelson Drive, Irvine, CA 92612 / Owner / Financial Planner Investment Manager / 40 hours per month during trading hours. 2. Patricia Heaton Parker CFP - Registered Investment Advisors / Investment Related / Start date October 1, 2015 / Owner, Advisor / 40 hours per week during trading hours - concurrent with Discovery / 75 N Main Street Zionsville IN and Michelson Drive, Irvine, CA 92612. 3.Divorce Survival Workshops / Not investment related / Second Saturday Group / Gathered a group of advisors that help women in some stage of develop. / Meet monthly, not during trading hours / Pro bono work / This is a community service event. No charge to attendees. If there is a charge, proceeds are donated to a community organization. 4.Protected Promises / Not investment related / Educational effort to help people create a meaningful Advance Health Care Directive / Use background as a former Registered nurse to help individual and families creating their ADHC / Hours minimal and may be during trading hours. 5.Integrity Tax Planners / Not investment related / Help clients be tax efficient - not tax / Can send taxes to CPAs and EAs as a part of this group. 6."My friends in Philanthropy" / Not investment related / Podcast to share information of other non-profits / The goal is to educate the public in the various Charities for their personal or family needs / No soliciation / Educational only.
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Michelle Heaton Parker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
January 10, 2018 - Present
PATRICIA HEATON PARKER, CFP
Office #1: 75 N Main Street, Zionsville, IN 46077RIA
CRD#: 174884
Zionsville, IN
Current
August 6, 2025 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 620 Newport Center Drive Suite 1000, Newport Beach, CA 92660Office #2: 8888 Keystone Crossing Drive Suite1300, Indianapolis, IN 46240RIA
CRD#: 298137
Newport Beach, CA
Past
November 27, 2024 - March 6, 2025
XYPN INVEST
RIA
CRD#: 285967
Zionsville, IN
Past
January 27, 2017 - December 31, 2017
PATRICIA HEATON PARKER, CFP
RIA
CRD#: 174884
ORANGE, CA
Past
September 22, 2015 - December 31, 2016
PATRICIA HEATON PARKER, CFP
RIA
CRD#: 174884
SANTA ANA, CA
Past
November 10, 2011 - September 5, 2012
MADISON AVENUE SECURITIES, LLC
RIA
CRD#: 23224
TORRANCE, CA
Past
November 9, 2011 - September 5, 2012
MADISON AVENUE SECURITIES, LLC
BD
CRD#: 23224
TORRANCE, CA
Past
December 15, 2004 - May 9, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
DANA POINT, CA
Past
December 15, 2004 - May 9, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
DANA POINT, CA
Past
February 6, 2004 - December 31, 2004
USALLIANZ SECURITIES, INC.
RIA
CRD#: 40875
TERRE HAUTE, IN
Past
May 19, 2003 - December 31, 2004
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
February 7, 2002 - April 21, 2003
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ST. CLOUD, MN
Past
October 23, 2001 - January 22, 2002
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
October 23, 2001 - January 22, 2002
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
January 17, 2001 - December 31, 2001
AMERICAN INVESTORS GROUP, INC.
BD
CRD#: 10020
MINNETONKA, MN
Past
June 19, 2000 - December 18, 2000
CONSECO SECURITIES, INC.
BD
CRD#: 29367
CARMEL, IN
Past
November 1, 1999 - June 16, 2000
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Past
January 1, 1998 - October 11, 1999
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/10/2018)
IAR
Indiana(5/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ACCURATE WEALTH MANAGEMENT, LLC
Founder and Principal AdvisorCRD#: 298137Zionsville, IN 46077TRUST BUT VERIFY
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Contact information
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