Kevin Janus (CRD# 5685303) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bethlehem, PA and has over 14 years of experience in the finance industry. Kevin Janus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Co Of America Inc. | Bethlehem, PA | Jun 2021 - Current | 2 |
| Park Avenue Securities, LLC | Bethlehem, PA | Jun 2021 - Current | 2 |
| Ameritas Life Insurance Agent | Lincoln, NE | Feb 2018 - Jun 2021 | 3 |
| Ameritas Investment Corp | Lincoln, NE | Feb 2018 - Jun 2021 | 3 |
| Mml Investors Services, LLC | Allentown, PA | Mar 2017 - Feb 2018 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Feb 2018 | 1 |
| Metlife Securities | Allentown, PA | Jul 2015 - Mar 2017 | 1 |
| W&s Brokerage Services | Cincinnati, OH | Aug 2014 - Jul 2015 | < 1 |
| Western Southern Life | Bethel Park, PA | Jul 2014 - Jun 2015 | < 1 |
| Pruco Securities,llc | Chalfont, PA | Jun 2009 - Jul 2014 | 5 |
| The Prudenital Insurance Company Of America | Chalfont, PA | Jun 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
- PA
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.