Austin M. Preece
Professional summary
Austin Michael Preece, CFP®, who also goes by Austin Preece, is a registered financial advisor currently at WEALTH PLANNING ADVISORS LLC located in Eau Claire, Wisconsin.
Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Austin has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Austin Michael Preece's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
August 30, 2023 - Present
WEALTH PLANNING ADVISORS LLC
June 12, 2024 - December 5, 2024
BROOKS LARSON WEALTH MANAGEMENT
January 11, 2020 - August 25, 2023
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
January 2, 2020 - August 25, 2023
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
July 20, 2018 - June 19, 2019
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/21/2024)
(7/15/2024)
(1/24/2025)
(8/30/2023)
Exams
Series 7TO
Date: 9/25/2021
General Securities Representative ExaminationCurrent Firm
WEALTH PLANNING ADVISORS LLC
CRD#: 327765 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 134 |
| AUM (Assets Under Management) | $ 10,481,635 |
Red Flags
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