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AC

Austin J. Crites

GETTINGS BUSCH WEALTH MANAGEMENT
LAFAYETTE, IN 47901
Some features on this profile are disabled
CRD#: 5279417
AC

Professional summary


Austin Joseph Crites, who also goes by Austin Joseph Crites Mr., is a registered financial advisor currently at GETTINGS BUSCH WEALTH MANAGEMENT located in Lafayette, Indiana.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Austin has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Austin Joseph Crites Mr.

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. FINANCE COMMITTEE MEMBER, ONE 17 INTERNATIONAL, VOLUNTEER ROLE ONLY. NO COMPENSATION RECEIVED. TIME SPENT: 2 HOURS PER MONTH. 2. Aurora Financial Strategies, Owner, Chief Investment Officer, Receives Compensation from Ownership, Time spent is 5 hours a month 3. Marian University, Adjunct Professor, Less than 5% of time per month. Non-investment related.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Austin Joseph Crites's CRS (Customer Relationship Summary).
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®
None

Experience


Current

June 11, 2020 - Present

GETTINGS BUSCH WEALTH MANAGEMENT

Office #1: 672 Main Street, Suite 300, Lafayette, IN 47901
RIA
CRD#: 306757
LAFAYETTE, IN
Past

November 4, 2015 - October 6, 2020

GOELZER INVESTMENT MANAGEMENT

RIA
CRD#: 44402
INDIANAPOLIS, IN
Past

March 17, 2011 - September 15, 2015

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
KOKOMO, IN
Past

March 17, 2011 - September 15, 2015

CFD INVESTMENTS, INC.

BD
CRD#: 25427
KOKOMO, IN
Past

July 6, 2010 - March 18, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
INDIANAPOLIS, IN
Past

June 15, 2010 - March 18, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
INDIANAPOLIS, IN
Past

November 12, 2008 - June 7, 2010

EDWARD JONES

RIA
CRD#: 250
MOORESVILLE, IN
Past

October 17, 2008 - June 7, 2010

EDWARD JONES

BD
CRD#: 250
MOORESVILLE, IN

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".
GB
GETTINGS BUSCH WEALTH MANAGEMENT
AURORA FINANCIAL STRATEGIES | GETTINGS REED FINANCIAL | GETTINGS REED | GETTINGS BUSCH WEALTH MANAGEMENT | GETTINGS BUSCH WEALTH | GETTINGS BUSCH | BCGM WEALTH MANAGEMENT, LLC

CRD#: 306757 / SEC#: 801-117868

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Indiana
(6/11/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/30/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GB
GETTINGS BUSCH WEALTH MANAGEMENT
AURORA FINANCIAL STRATEGIES | GETTINGS REED FINANCIAL | GETTINGS REED | GETTINGS BUSCH WEALTH MANAGEMENT | GETTINGS BUSCH WEALTH | GETTINGS BUSCH | BCGM WEALTH MANAGEMENT, LLC

CRD#: 306757 / SEC#: 801-117868

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)
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Contact information


Main Address
672 Main Street Suite 300, Lafayette, IN 47901
Mailing Address
Phone number
(765) 742-7366
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BCGM 2023 PART 2A BROCHURE (3/18/2025)

Regulatory assets under management


Total Number of Accounts1,761
AUM (Assets Under Management)$ 444,067,799

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.

Company Information


GETTINGS BUSCH WEALTH MANAGEMENT

CRD#: 306757Lafayette, IN 47901

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