Kent
Engel

Park Avenue Securities LLC

CRD#7046598
Investment Advisor
in Englewood, CO

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About this Advisor

Kent Engel is a financial advisor based in Englewood, Colorado, working with Park Avenue Securities LLC. Kent has previously held positions at New York Life Insurance Co, Capstone Colorado, Donyati LLC, Prokarma, Cognizant Technology Solutions, Cognizant, New York Life, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Mml Investors Services LLC, Northwestern Mutual Wealth Management Company, Guardian Life Insurance Company, and Park Avenue Securities. Kent has passed the Series 63 regulatory exam and is registered to provide services in Colorado, North Carolina, and Texas. Currently, Kent is part of Park Avenue Securities LLC, which operates out of Englewood, Colorado. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

6455 South Yosemite Street Suite 425
Englewood, CO 80111

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

CO Average: 88
Total Number of Accounts

62,811

CO Average: 3,892
Average Account Size

$189,164

CO 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

Kent Engel Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2023 - Present (1 year)

Guardian Life Insurance Company

2023 - Present (1 year)

Park Avenue Securities

2021 - 2023 (2 years)

Northwestern Mutual Life Insurance Company

2021 - 2023 (2 years)

Northwestern Mutual Investment Services LLC

2021 - 2023 (2 years)

Northwestern Mutual Wealth Management Company

2020 - 2021 (1 year)

Capstone Colorado

2020 - 2020 (< 1 year)

Mml Investors Services LLC

2018 - 2020 (2 years)

New York Life Insurance Co

2018 - 2018 (< 1 year)

Donyati LLC

2017 - 2017 (< 1 year)

Prokarma

2017 - 2018 (1 year)

New York Life

2016 - 2017 (1 year)

Cognizant

2013 - 2016 (3 years)

Cognizant Technology Solutions

Disclosures

Please visit the SEC profile of Kent Engel 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

Daniel Andreotta
Charlotte, NC
John Rosser
Greensboro, NC
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Trevor Mcnally
Port Chester, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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