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Morgan K

Series 66

Rochester, MN

Guardian Life

Morgan Krakowski is a financial advisor with Primerica Advisors and holds a Series 66 designation. Morgan has experience working with Park Avenue Securities and Guardian Life Insurance Company. Prior to his current roles, he was associated with Hegland Mainz Financial and has an educational background connected to Gustavus Adolphus College. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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James H

Series 63, Series 65

Rochester, MN

Guardian Life

James Hegland is a financial advisor with Primerica Advisors in Rochester, MN, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company since 2014. Outside of his advisory work, he holds the title of Knight Grand Cross in the Equestrian Order of the Holy Sepulchre of Jerusalem. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and fee-based advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level solutions such as securities-based lending and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Anna M

Series 66

Rochester, MN

Guardian Life

Anna Maxon is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she has been affiliated with Guardian Life since 2011. Outside of her advisory work, she volunteers as a communications coordinator for Little Flowers and is involved with Maxon Family Cremation and Life Celebrations, LLC. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and leverages both in-house and third-party investment models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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