Joseph Maukonen
Joseph Maukonen is a registered investment advisor at Park Avenue Securities LLC, based in Beachwood, OH, with 10 years of industry experience. Joseph 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
24500 Chagrin Blvd., Suite 200, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2023Criminal
February 2023Other Business Activities
Joseph serves as the executor for his parents' estate since 2015, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations2 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.