Shane
Wolden

Park Avenue Securities LLC

CRD#6652457
Investment Advisor
in Wayzata, MN

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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

Series 65, 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

222 Minnetonka Ave So
Wayzata, MN 55391

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

MN Average: 88
Total Number of Accounts

62,811

MN Average: 3,892
Average Account Size

$189,164

MN 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

Shane Wolden Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2018 - Present (6 years)

Nfp Retirement, Inc

2015 - 2018 (3 years)

Nfp Retirement, Inc

2014 - 2014 (< 1 year)

Holiday Stantionstores

2014 - 2015 (1 year)

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

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

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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