SG
SG

Scott Grotelueschen

30 Years of Experience
Columbus, OH
BrokerSells Insurance

Scott Grotelueschen is a registered investment advisor at Park Avenue Securities LLC, based in Columbus, OH, with 30 years of industry experience. Scott 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

8425 Pulsar Place, Suite 450, Columbus, OH, 43240

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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

Scott sells life insurance products through Associated Benefits Consultants and Associated Financial Services LTD, dedicating a few hours per week to each. He also participates in an annual missions trip for his church, spending minimal time per month.

Employment History
Current Registrations
Park Avenue Securities LLCBroker
October 2014 - Present · 11 yrs 7 mos
Park Avenue Securities LLC
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
LPL Financial LLC
June 2004 - October 2014 · 10 yrs 4 mos
LPL Financial LLCBroker
June 2004 - October 2014 · 10 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2001 - June 2004 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - June 2004 · 8 yrs 11 mos
State Registrations24 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.
Scott Grotelueschen - Financial Advisor | TrueAdvisor