Garrett Wilcox Gates

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

• 03/2018 → 05/2019
  Companion Protect
  Leawood, KS
• 01/2017 → 03/2018
  Arthur J Gallagher
  Kansas City, MO
• 09/2012 → 12/2016
  Tencap Sports
  Canton, MA
• 05/2019 → 07/2019
  Unemployed
  Kansas City, MO
• 07/2019 → 08/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2019 → 08/2024
  Northwestern Mutual Investment Services Llc
  Olathe, KS
• 11/2019 → 08/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2024 → Present
  Guardian Life Insurance
  San Diego, CA
• 08/2024 → Present
  Park Avenue Securities
  San Diego, CA
• 09/2024 → 11/2024
  Guardian Life Insurance Company
  Kansas City, MO
• 09/2024 → 11/2024
  Park Avenue Securities
  Kansas City, MO
• 09/2024 → 11/2024
  Guardian Life Insurance Company
  Fiarway, KS
• 09/2024 → 11/2024
  Park Avenue Securities
  Fairway, KS
• 11/2024 → Present
  Guardian Life Insurance Company
  Overland Park, KS
• 11/2024 → Present
  Park Avenue Securities
  Overland Park, KS

Other Businesses

1. 100% OWNER, 2015 GRAND BLVD APT 426, 2015 GRAND BLVD APT 426, KANSAS CITY, , MISSOURI, 64108, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 8/1/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, THIS WAS MY RESIDENCE BEFORE MOVING IN WITH MY WIFE. WE COULDN'T SELL IT SO WE DECIDED TO RENT IT OUT TO COVER THE MORTGAGE. SINCE THE RENTERS MOVED IN I HAVE YET TO DO ANYTHING, Non Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-19

Designations

• Certified Financial Planner

Other Names

• Garrett Gates
• Garrett Wilcox Gates