Madison, WI Office

Team
Updated today
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Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals (including high‑net‑worth clients), corporate and retirement plan sponsors, charitable organizations, and businesses. Its network of investment adviser representatives offers financial planning, subscription‑based and ongoing consulting, group financial education, and access to proprietary wrap programs as well as select third‑party advisory solutions.

The firm combines advisor‑led discretionary management with model‑based strategies delivered through proprietary programs and third‑party platforms, using Envestnet for overlay and administrative services and Pershing for custody and clearing; it also offers a digital advisory solution (VestWise) with model portfolios from Franklin Advisers. Client relationships are tailored by IARs who may implement discretionary or non‑discretionary mandates, coordinate ERISA‑related retirement plan services, and provide tax‑sensitive or subscription business planning and consulting support.

Noteworthy features disclosed in the brochure include an established connection with Guardian Life that provides access to insurance products and certain alternative investments, use of the iCapital alternative‑investment platform and a disclosed relationship involving Hamilton Lane warrants held by GLIC. The firm also highlights less common operational offerings — a vendor‑owned Fiscalyze business consulting tool used by some IARs, an array of integrated lending options (non‑purpose loans, SBLOCs, BNY Mellon credit and mortgage programs), and recent program changes such as closing its Foundations SM and Quantitative Innovations SM programs to new investors effective January 31, 2026.

Based on Guardian Life

Expertise

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on Guardian Life

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on Guardian Life

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

Based on Guardian Life

Location

8010 Excelsior Drive, Suite 200

Madison WI 53717

Advisors at this office

15

Advisors at this office

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Mitchell M

Series 66

Madison, WI

Guardian Life

Mitchell Mancusi is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience. Prior to his current role, Mancusi worked for the Oregon School District and has been involved with Dairy Queen since 2018. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary and non-discretionary management, and access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jared S

Series 66

Madison, WI

Guardian Life

Jared Schumacker is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Madison, WI. He has five years of industry experience, including roles at Alpha Baking prior to entering the financial sector. Outside of advisory work, he is involved as a delivery driver and serves as Director of Media Relations for a local SHRM chapter. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individual, corporate, and nonprofit clients. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Keith V

Series 66

Madison, WI

Guardian Life

Keith Voogd is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience and has been with Guardian Life since 2018 and Park Avenue Securities since 2019. Outside of his advisory role, he operates Dominus Nerd Shop LLC, selling collectibles primarily through eBay, and works as a delivery driver for Door Dash. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning, consulting, and educational services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jason W

CFP®, Series 63, Series 66

Madison, WI

Guardian Life

Jason Waugh is a CFP® professional with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities LLC. He has held roles at MetLife Securities Inc and Mass Mutual Investors Services during his career. He occasionally sells non-Guardian fixed insurance products outside of his advisory work. Park Avenue Securities LLC operates as a subsidiary of The Guardian Life Insurance Company of America, providing brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jarod V

CFP®, Series 66

Madison, WI

Guardian Life

Jarod Von Behren is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Guardian Life since 2017, following four years at the University of Wisconsin-Madison. Outside of his advisory role, he coaches high school football and participates in the NARI of Madison. Guardian Life operates through its subsidiary Park Avenue® Wealth Management, providing brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers personalized financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Emily F

Series 63, Series 65

Madison, WI

Guardian Life

Emily Fowler is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has two years of industry experience and has worked at both Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory roles, she has prior experience with Mariners Inn and in education at UW-Whitewater and the Deforest School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and offering both proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Christopher J

Series 63, Series 65

Madison, WI

Guardian Life

Christopher Jelenc is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities since 2014. Jelenc serves on the Board of Directors for the Waunakee Chamber of Commerce. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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David R

Series 63, Series 65

Madison, WI

Guardian Life

David Richards is a financial advisor with Guardian Life and Park Avenue Securities in Madison, WI. He holds Series 63 and Series 65 registrations and has 20 years of industry experience. Richards has worked at Park Avenue Securities and Guardian since 2008. He also sells insurance products, including life, disability income, and long-term care insurance, through carriers outside of Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, as well as access to proprietary and third-party advisory programs and a digital advisory solution.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Mark S

Series 63, Series 65

Madison, WI

Guardian Life

Mark Smith is a financial advisor with Guardian Life in Madison, WI, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Guardian Life since 2007, following a year at Midwest Professional Planners, Ltd. Mark is also an officer and owner of Third Coast Advisors, Inc., which holds a General Agency contract with Guardian. Guardian Life's subsidiary Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and advisory solutions through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, alternative investments, and a variety of integrated lending and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Christopher S

CFP®, Series 66

Madison, WI

Guardian Life

Christopher Strommen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Guardian Life and Park Avenue Securities in Madison, WI, where he has worked since 2017. His background includes roles at the University of Wisconsin and its affiliated schools. Outside of his advisory work, he is involved in outside fixed insurance sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Janel K

CFP®, Series 63

Madison, WI

Guardian Life

Janel Kalish is a CFP® with 14 years of industry experience, currently affiliated with Guardian Life. She has worked at Park Avenue Securities and Guardian Life since 2019, and previously held roles at Securities America, Investacorp, Klaas Financial, and Nan M. Zimdars, Inc. Outside of her advisory work, she creates stained glass art, with some pieces featured in Habitat for Humanity fundraisers, and serves as Vice President and Board Member of the Greater Madison Area SHRM. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client solutions, including access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Benjamin J

Series 66

Madison, WI

Guardian Life

Benjamin Johnson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and Park Avenue Securities. Outside of his advisory work, he has been employed at UW Whitewater since 2022 and previously worked with the Beloit School District. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Leonard H

ChFC®, Series 63, Series 65

Madison, WI

Guardian Life

Leonard Hornung is a ChFC® with 44 years of industry experience, currently serving at Guardian Life since 2011. He is based in Madison, WI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he operates a behavioral assessment and team building consulting business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Dominic J

Series 63, Series 65

Madison, WI

Guardian Life

Dominic Johnson is a financial advisor with Guardian Life in Madison, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at firms including Northwestern Mutual and MassMutual. Outside of his advisory role, he serves as a board member for Life Center Church and Spedidit Enterprises. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Michael S

Series 63, Series 65

Madison, WI

Guardian Life

Michael Strohl is a financial advisor with Guardian Life holding Series 63 and Series 65 licenses. He has one year of industry experience, including time at Third Coast Advisors, and serves clients from Madison, WI. His prior work includes service in the United States Marine Corps and roles at the University of Wisconsin-Whitewater and Loomis Armored US. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products, alternative investments, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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