Matthew Ryan Fallesen
Investment adviser representative at Park Avenue Securities LLC
15 yearsExperience
4 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
15 years in the industry.
- Park Avenue Securities LLCAug 2022 to now
- Guardian Life Insurance CompanyAug 2022 to now
- Edward JonesApr 2018 to Aug 2022
- University of North TexasSep 2017 to May 2018
- Farmers Financial SolutionsMay 2012 to Mar 2017
- University of PhoenixFeb 2012 to Dec 2021
- Farmers InsuranceMay 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, FL, KS).
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
- 6063472
- Firm CRD
- 46173