Shane
Wolden
Park Avenue Securities LLC
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About this Advisor
Shane Wolden is a financial advisor based in Wayzata, Minnesota, working with Park Avenue Securities LLC. Shane has previously held positions at Holiday Stantionstores, Luther Brookdale Honda, Nfp Retirement, Inc, Guardian Life Insurance Company, and Park Avenue Securities. Shane has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Shane is part of Park Avenue Securities LLC, which operates out of Wayzata, Minnesota. 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
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Shane Wolden Work History
Guardian Life Insurance Company
Park Avenue Securities
Nfp Retirement, Inc
Nfp Retirement, Inc
Holiday Stantionstores
Luther Brookdale Honda
Disclosures
Please visit the SEC profile of Shane Wolden 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
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West Palm Beach, FL
Irvine, CA
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