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Michael Ronan

18 Years of Experience
Overland Park, KS
1 DisclosureBroker

Michael Ronan is a registered investment advisor at Park Avenue Securities LLC, based in Overland Park, KS, with 18 years of industry experience. Michael 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

9401 Indian Creek Parkway, Suite 670, Overland Park, KS, 66210

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History

Regulatory History (1)
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Judgment / Lien
August 1999
Employment History
Current Registrations
Park Avenue Securities LLC
October 2024 - Present · 1 yr 7 mos
Park Avenue Securities LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Sequent Planning, LLC
January 2022 - January 2024 · 2 yrs
Allstate Financial Advisors, LLC
May 2017 - October 2021 · 4 yrs 5 mos
Allstate Financial Services, LLCBroker
May 2017 - October 2021 · 4 yrs 5 mos
MML Investors Services, LLC
March 2015 - January 2017 · 1 yr 10 mos
MML Investors Services, LLCBroker
February 2015 - January 2017 · 1 yr 11 mos
Eagle Strategies LLC
July 2009 - January 2015 · 5 yrs 6 mos
Nylife Securities LLCBroker
December 2008 - January 2015 · 6 yrs 1 mo
Waddell & Reed, INC.
February 2007 - November 2008 · 1 yr 9 mos
Waddell & Reed, INC.Broker
January 2007 - November 2008 · 1 yr 10 mos
State Registrations18 states
AZCAFLGAIAIDINKSKYMNMTNCNENYOHSDTXWI
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.