Shane Wolden
Shane Wolden is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Wayzata, MN, with 7 years of industry experience. Shane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
222 Minnetonka Ave So, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
Criminal
December 2016Other Business Activities
Shane is an assistant JV hockey coach for Osseo Area Schools since November 2023, dedicating about 10-20% of his time. This activity is not investment-related.
Employment History
Current Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
NFP Retirement INC.
State Registrations13 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.
Exams
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