Misty
Weltzien

Park Avenue Securities LLC

CRD#5344232
Investment Advisor
in Palm Desert, CA

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About this Advisor

Misty Weltzien is a certified financial planner and chartered financial consultant working in Palm Desert, California, with 11 years of relevant experience. Weltzien is an employee of Park Avenue Securities LLC. Throughout their career, they have worked at Guardian Life Ins Co, Park Avenue Securities, Guardian Life Insurance and Guardian Life Insurance Company. Weltzien holds a Series 63 license, certifying them as a securities representative, and is able to serve investors in California, Colorado, Nevada, New Jersey, Texas and Washington. Park Avenue Securities LLC is a business based in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 people on staff. It oversees $10 billion in assets under management among its 57,359 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 132 charitable organizations. Of its 57,359 accounts, 19% belong to high-net-worth individuals who have greater than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically are based on which services are offered. Fees billed by Park Avenue Securities LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

77-564 Country Club Drive Suite 222A
Palm Desert, CA 92211

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

CA Average: $7,464,549,021
Total Number of Employees

1,825

CA Average: 88
Total Number of Accounts

57,359

CA Average: 3,892
Average Account Size

$172,819

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Misty Weltzien Work History

Misty has been registered as a financial advisor for 11 years.*

2022 - Present (2 years)

Guardian Life Insurance Company

2022 - Present (2 years)

Park Avenue Securities

2020 - 2022 (2 years)

Guardian Life Insurance

2020 - 2022 (2 years)

Park Avenue Securities

2012 - 2020 (8 years)

Guardian Life Ins Co

2012 - 2020 (8 years)

Park Avenue Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Misty Weltzien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Sonia Cantrell
Bethlehem, PA
Robert Armstrong
Charlotte, NC
William Roerden
Warwick, NY
Andrew Guyton
Portsmouth, NH
Bartosz Warzycha
Columbus, OH
Derek Malis
Buffalo, NY
Anthony Letizia
New York, NY
Chelsea Gottschling
Claremont, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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