Matthew Thomas Garot

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

• 09/2015 → 10/2016
  Associated Bank, N.A.
  Green Bay, WI
• 10/2016 → 03/2021
  Associated Investment Services, Inc.
  Green Bay, WI
• 03/2021 → 06/2021
  Southland Equity Partners, Llc
  Roswell, GA
• 07/2021 → 09/2025
  Packerland Brokerage Services
  Green Bay, WI
• 10/2025 → Present
  Guardian Life Insurance Company
  Green Bay, WI
• 10/2025 → Present
  Park Avenue Securities
  Green Bay, WI

Previous Registrations

• 2021-07-09 → 2025-09-30
  Packerland Brokerage Services, Inc.
  Green Bay, WI
  Green Bay, WI
• 2021-03-01 → 2021-06-29
  Southland Equity Partners, Llc.
  Green Bay, WI
• 2016-11-03 → 2021-03-15
  Associated Investment Services, Inc.
  Green Bay, WI
  Green Bay, WI
• 2014-10-08 → 2015-10-07
  Associated Investment Services, Inc.
  Green Bay, WI
  Green Bay, WI
• 2013-06-14 → 2013-09-05
  Transamerica Financial Advisors, Llc
  St. Paul, MN
• 2013-04-08 → 2013-06-10
  Ameriprise Financial Services, Llc
  Woodbury, MN
• 2011-05-19 → 2013-04-03
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2005-08-25 → 2011-05-11
  Waddell & Reed
  Bloomington, MN
  Savage, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-03
• S63 Uniform Securities Agent State Law Examination
  2005-08-23

Other Names

• Matt Garot
• Matthew Thomas Garot
• Matthew Garot