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Average Client Portfolio
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Ta-Check Representatives may receive fees in accordance with solicitor agreements with Investment Advisors. Fees and compensation vary depending upon the Investment Advisor and the products and services provided. A portion of the fee is applied towards platform administrative costs.
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Office location
21800 Lorain Rd, Fairview Park, OH, 44126
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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.