Wesley A Brinkman
Investment adviser representative at Park Avenue Securities LLC
13 yearsExperience
2 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Park Avenue Securities LLCMar 2022 to now
- Guardian Life Insurance CompanyMar 2022 to now
- Cloverdale Funeral Home, Cemetery & CremationNov 2017 to now
- Ameritas Advisory Services, LLCNov 2021 to Mar 2022
- Ameritas Investment CorpDec 2018 to Mar 2022
- Ameritas Life Insurance CorpDec 2018 to Mar 2022
- Gem State Financial GroupDec 2018 to Mar 2022
- Home DepotMay 2017 to Nov 2017
- Mass Mutual IdahoFeb 2017 to Feb 2018
- Wesley Brinkman Insurance & Financial ServicesJan 2017 to Mar 2022
- Park Avenue SecuritiesJan 2014 to Dec 2016
- Guardian Life InsMay 2009 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, ID).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5673969
- Firm CRD
- 46173