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William Francis Reifsteck

Investment adviser representative at Park Avenue Securities LLC
22 yearsExperience
17 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

22 years in the industry.

  1. Guardian Life Insurance CompanyMar 2025 to now
  2. Park Avenue Securities LLCNov 2024 to now
  3. Guardian Life Insurance CompanyNov 2024 to Feb 2025
  4. Northwestern Mutual Wealth Management CompanyDec 2019 to Nov 2024
  5. Northwestern Mutual Investment Services LLCMay 2019 to Nov 2024
  6. Northwestern Mutual Life Insurance CompanyMay 2019 to Nov 2024
  7. Flow AutomotiveOct 2004 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 17 states (CO, CT, FL, GA, HI, IL, MA, MD, MI, NC, NH, NJ, NY, PA, RI, TX, VA).

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
7094551
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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