Janel C. Kalish
PARK AVENUE SECURITIES LLC
Madison, WI 53717
Some features on this profile are disabled
CRD#: 1813960
Professional summary
Janel C Kalish, CFP®, who also goes by Janel Christine Buechner, Janel Buechner, Janel Christine Kalish, Janel C Kalish, is a registered financial advisor currently at PARK AVENUE SECURITIES LLC located in Madison, Wisconsin.
Janel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Janel has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Janel Christine Buechner | Janel Buechner | Janel Christine Kalish | Janel C Kalish
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Pieces of Glass by Janel - Create stained glass pieces. I have been asked to submit one for a fundraiser for Habitat for Humanity and some are for sale,
Start Date: 2/6/2023
Address: 5822 Chester Cir, Fitchburg, WI 53719,
10 total hours per month / 0 during securities trading hours,
Less than 10% of annual income,
Not investment related,
2. Board Member Greater Madison Area SHRM-Vice President,
Start Date: 7/1/25,
Address: 2820 Walton Commons, Ste 103, Madison, WI 53718,
10 Total hours per month; 5 during securities trading hours,
Not Investment Related,
No Annual Compensation,
3) Power of Attorney for Jeffrey Kalish-spouse,
Start Date: 06/03/2024,
Address: 5822 Chester Cir Fitchburg, WI 53719,
0 Total hours per month,
Not Investment Related,
No Annual Compensation,
CRS (Client Relationship Summary) - RIA
Click below to view Janel C Kalish's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Janel C Kalish's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
June 24, 2019 - Present
PARK AVENUE SECURITIES LLC
Office #1: 8010 Excelsior Drive Suite 200, Madison, WI 53717RIA
BD
CRD#: 46173
Madison, WI
Current
June 17, 2019 - Present
PARK AVENUE SECURITIES LLC
Office #1: 8010 Excelsior Drive Suite 200, Madison, WI 53717RIA
BD
CRD#: 46173
Madison, WI
Past
January 19, 2018 - February 15, 2019
KLAAS FINANCIAL ASSET ADVISORS, LLC.
RIA
CRD#: 121399
FITCHBURG, WI
Past
January 16, 2018 - February 14, 2019
INVESTACORP, INC.
BD
CRD#: 7684
FITCHBURG, WI
Past
November 10, 2011 - January 16, 2018
SECURITIES AMERICA, INC.
BD
CRD#: 10205
FITCHBURG, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PARK AVENUE SECURITIES LLC
PARK AVENUE SECURITIES LLC
CRD#: 46173 / SEC#: 801-58108, 8-51324
RIA
Registered Investment Advisory firm - SEC (11/13/2000 Approved)District of Columbia
Registered Investment Advisory firm - SEC (1/2/2002 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/7/2025)
RR
Illinois(10/2/2025)
IAR
Illinois(10/2/2025)
RR
Minnesota(6/6/2025)
RR
Wisconsin(6/17/2019)
IAR
Wisconsin(6/24/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PA
PARK AVENUE SECURITIES LLC
PARK AVENUE SECURITIES LLC
CRD#: 46173 / SEC#: 801-58108, 8-51324
RIA
Registered Investment Advisory firm - SEC (11/13/2000 Approved)District of Columbia
Registered Investment Advisory firm - SEC (1/2/2002 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
10 Hudson Yards, New York, NY 10001
Mailing Address
10 Hudson Yards, New York, NY 10001
Phone number
+1 (888) 600-4667
Established
Delaware since 08/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,984
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | OWNER | |
| BOGGS, ALLEN WARREN | HEAD OF PRODUCT & SUPERVISION | 4751363 |
| CASWELL, MARIANNE GRACE | PRESIDENT AND ELECTED MEMBER | 6424651 |
| DAVARASHVILI, KATE | FINOP/PRINCIPAL FINANCIAL OFFICER. | 5642325 |
| DESROCHERS, CARL | ELECTED MEMBER | 7807194 |
| GALLO, JOSEPH MICHAEL | CHIEF COMPLIANCE OFFICER | 3108044 |
| HERGAN, JOSHUA NEIL | GENERAL COUNSEL | 4572643 |
| LESINA, LEYLA ADA | ELECTED MEMBER | 3004323 |
| MAHER, CARLY PRITCHARD | HEAD OF WEALTH MANAGEMENT STRATEGY AND BUSINESS OPERATIONS | 4003223 |
| PERRY, MICHAEL ANDREW | ELECTED MEMBER | 2688179 |
| RYNIKER, MICHAEL JOHN | PRINCIPAL OPERATIONS OFFICER | 2474604 |
Regulatory assets under management
| Total Number of Accounts | 71,074 |
| AUM (Assets Under Management) | $ 14,998,852,974 |
Disclosures
| Regulatory Event | 20 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | ||
| 01/22/2025 | ||
| 11/15/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
