DF
ChFC
DF
ChFC

Douglas Flink

32 Years of Experience
Minnetonka, MN
BrokerSells Insurance

Douglas Flink is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Minnetonka, MN, with 32 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

10900 Wayzata Boulevard, Suite 730, Minnetonka, MN, 55305

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Douglas is a general agent for Guardian Life through Foster Klima & Company, Inc., dedicating full-time hours to this role. He also holds power of attorney for his brother, requiring minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2002 - Present · 23 yrs 7 mos
Park Avenue Securities LLC
May 1999 - Present · 27 yrs
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs
Previous Registrations
Guardian Investor Services CorporationBroker
September 1998 - May 1999 · 8 mos
Amev Investors, INC.Broker
July 1984 - December 1989 · 5 yrs 5 mos
State Registrations51 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.