Misty Weltzien (CRD# 5344232) is an Investment Advisor Representative working at Park Avenue Securities LLC in Irvine, CA and has over 16 years of experience in the finance industry. Misty Weltzien 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# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Irvine, CA | Apr 2023 - Current | 1 |
Park Avenue Securities | Irvine, CA | Apr 2023 - Current | 1 |
Guardian Life Insurance Company | Palm Desert, CA | Oct 2022 - Apr 2023 | < 1 |
Park Avenue Securities | Palm Desert, CA | Oct 2022 - Apr 2023 | < 1 |
Guardian Life Insurance | Irvine, CA | Sep 2020 - Oct 2022 | 2 |
Park Avenue Securities | Irvine, CA | Sep 2020 - Oct 2022 | 2 |
Park Avenue Securities | New Port Beach, CA | Feb 2012 - Sep 2020 | 8 |
Guardian Life Ins Co | New Port Beach, CA | Jan 2012 - Aug 2020 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2008 |
- CA
- CO
- NV
- NJ
- TX
- WA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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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
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