Kimelton Madrigal Kim
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
14 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
10 years in the industry.
- Park Avenue Securities LLCFeb 2021 to now
- Guardian Life Insurance CompanyFeb 2021 to now
- Westpac Wealth PartnersMay 2020 to Feb 2021
- Olivetree Partners GroupAug 2019 to May 2020
- UnemployedJun 2019 to Aug 2019
- Sanford Consortium UcsdJun 2017 to Jun 2019
- University of CaliforniaSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 14 states (AK, AR, AZ, CA, CO, FL, KY, LA, MI, MN, OH, PA, TX, WA).
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
- 7255312
- Firm CRD
- 46173