PG
CFP · ChFC
PG
CFP · ChFC

Paul Glowienke

24 Years of Experience
Brentwood, TN
BrokerSells Insurance

Paul Glowienke is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Brentwood, TN, with 24 years of industry experience. Paul 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

101 Westpark Dr, Suite 310, Brentwood, TN, 37027

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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

Paul provides health insurance, dental, and other insurance products outside of Guardian and Innovative Underwriters since 2002, dedicating a few hours per week. He is also the executor of his brother's trust since 2021, which requires minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
January 2018 - Present · 8 yrs 4 mos
Park Avenue Securities LLCBroker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
May 2006 - September 2016 · 10 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
October 2002 - January 2018 · 15 yrs 3 mos
Cadre Securities, INC.Broker
December 1998 - July 1999 · 7 mos
State Registrations19 states
CAFLGAMAMIMOMSNCNENMNVNYORPASCTNTXWAWI
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.