Overland Park, KS Indian Creek Parkway Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

4

Of 1,908 advisors across 510 offices

Location

9401 Indian Creek Parkway, Suite 670

Overland Park KS 66210

Advisors at this office

4

Advisors at this office

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Michael R

Series 66, Series 63

Overland Park, KS

Guardian Life

Michael Ronan is a financial advisor with Guardian Life who holds Series 66 and Series 63 licenses and has 18 years of industry experience. His prior roles include positions at Allstate Insurance Company, MassMutual Life Insurance Co, and Sequent Planning, LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individual, pension, charitable, and corporate clients with brokerage, financial planning, retirement consulting, and various investment advisory programs.

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

Series 63, Series 65

Overland Park, KS

Guardian Life

Michael Lynch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and previously at MML Investors Services LLC and MassMutual Life Insurance Co. Lynch is a board member of Embrace, a nonprofit organization based in Overland Park, KS. Park Avenue Securities serves a diverse 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 various account types and supports features such as securities-based lending and tax harvesting.

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

Series 63, Series 65

Overland Park, KS

Guardian Life

Richard Woody is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is the owner of a private duck hunting club, Cressup Lake Duck Club Inc. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.

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

Series 63, Series 65

Overland Park, KS

Guardian Life

John Kauzlarich is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Guardian Life Insurance Company of America and Park Avenue Securities since 2015. Outside of his advisory work, he sells fixed disability insurance products through an outside agency. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of proprietary and third-party investment advisory programs.

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