April Schoen
April Schoen is a registered investment advisor at Park Avenue Securities LLC, based in Tallahassee, FL, with 13 years of industry experience. April 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1700 Summit Lake Drive, Suite 200, Tallahassee, FL, 32317
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Regulatory History (1)
Customer Dispute
September 2023Other Business ActivitiesSells Insurance
April sells fixed annuities, dedicating minimal time to this activity. She also engages in compensated speaking engagements on retirement planning topics, owns Schoen Financial LLC for business income/expense filing, serves as Durable POA and Successor Trustee for John Curry, and owns rental property.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Signator Financial Services, INC.Broker
State Registrations22 states
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.