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Detailed Report
MICHELE LIPSCHULTZ
MICHELE ANN BRILL, MICHELE FORTINELIS LIPSCHULTZ, MICHELE ANN PARMENTER
CRD#: 3009357
IA
Investment Adviser
B
Broker
PARK AVENUE SECURITIES LLCCRD#: 46173 Appleton, WI
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2023 - Present (2 years)BHORACE MANN INVESTORS, INC. (CRD# 11643)2021 - 2022 (1 year)BTHRIVENT INVESTMENT MANAGEMENT... (CRD# 18387)1998 - 2021 (23 years)IATHRIVENT INVESTMENT MANAGEMENT... (CRD# 18387)2000 - 2021 (20 years)
License(s)

State Registrations

B
Wisconsin 1/18/2023
IA
Wisconsin 1/18/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PARK AVENUE SECURITIES LLC (CRD#:46173)
Appleton, WI
Registered with this firm since 1/18/2023
B
PARK AVENUE SECURITIES LLC (CRD#:46173)
Appleton, WI
Registered with this firm since 1/18/2023
Previous Registration(s)
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B
 09/21/2021 - 12/14/2022 HORACE MANN INVESTORS, INC. (CRD#:11643) SPRINGFIELD, IL
IA
 07/11/2000 - 03/31/2021 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) APPLETON, WI
B
 03/11/1998 - 03/31/2021 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) APPLETON, WI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.