Kelsey Whelan

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 02/2019
  Financial Independence
  Bloomfield Hills, MI
• 12/2015 → 03/2017
  National Planning Corporation
  Bloomfield, MI
• 03/2017 → 11/2019
  Fsc Securities Corp
  Atlanta, GA
• 11/2019 → 04/2021
  Securities America, Inc.
  West Bloomfield, MI
• 11/2019 → 04/2021
  Arbor Point Advisors
  West Bloomfield, MI
• 05/2021 → Present
  Park Avenue Securities
  Southfield, MI
• 05/2021 → Present
  Guardian Life Insurance Company
  Southfield, MI

Previous Registrations

• 2019-11-07 → 2021-04-22
  Arbor Point Advisors
  West Bloomfield, MI
  Bloomfield Hills, MI
• 2018-10-30 → 2019-11-13
  Fsc Securities Corporation
  Bloomfield Hills, MI
  Bloomfield Hills, MI
  Bloomfield Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2018-09-24

Other Names

• Kelsey K Whelan