Wayzata, MN Office

Team
Updated today
Guardian Life logo

Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 508 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

222 Minnetonka Ave So

Wayzata MN 55391

Advisors at this office

5

Advisors at this office

user avatar

Jeffrey F

Series 63

Wayzata, MN

Guardian Life

Jeffrey Foster is a financial advisor with Guardian Life in Wayzata, MN, holding a Series 63 credential and over 22 years of industry experience. He has been with Guardian Life since 2014 and has worked in the Osseo area since 1995. Outside of advisory work, he is involved in organizing an annual fundraising event for Ducks Unlimited and serves on the board of the Orono Youth Hockey Association. Guardian Life, through its Park Avenue® Wealth Management subsidiary, offers brokerage and investment advisory services to a diverse client base including individuals, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and discretionary management using both proprietary and third-party platforms, integrating 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

Shane W

CFP®, Series 65, Series 63

Wayzata, MN

Guardian Life

Shane Wolden is a CFP® with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has previously worked at NFP Retirement, Inc. for six years. Outside of his advisory work, he serves as an assistant junior varsity hockey coach for Osseo Area Schools. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and education services tailored to client needs.

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

Anna O

Series 63, Series 65

Wayzata, MN

Guardian Life

Anna Osborn is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior work includes roles at MML Investors Services and MetLife Securities. She is also a registered Notary Public in Minnesota. Park Avenue Securities, a subsidiary of The 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 both advisor-led discretionary management and model-based strategies, combining proprietary programs and third-party platforms to serve a wide range of client needs.

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

Timothy F

Wayzata, MN

Guardian Life

Timothy Foster is a financial advisor with Guardian Life who holds over 56 years of industry experience. He has worked with Guardian Life since 2006. Outside of his advisory role, he is involved in the restaurant business through ownership in Nova Restaurant Group and Tavern 4 & 5 LLC, and participates in community and nonprofit activities including annual fundraising for Ducks Unlimited and serving on the Ridgeview Foundation Board. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies supported by 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
user avatar

David F

Series 63

Wayzata, MN

Guardian Life

David Foster is a financial advisor with Guardian Life, holding a Series 63 designation and 35 years of industry experience. He has worked at Guardian Life since 2014 and has been involved with Metropolitan Painting Co. since 1977. Foster also operates a business called Foster K Partners, LLP, known as The Partners Group, LLC. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to 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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