AL
CFP · ChFC
AL
CFP · ChFC

Austin John Linden

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

9200 South Hills Blvd Ste 310, Broadview Heights, OH, 44147

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Austin is an independent insurance agent selling various insurance products since 1988, dedicating a significant amount of time to this activity. He is also an investment advisor representative and a financial professional at Vision Wealth Management LLC, involved in securities and insurance sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 5 mos
Financial Management Strategies, INC.
April 2000 - Present · 25 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
August 2010 - September 2013 · 3 yrs 1 mo
Walnut Street Securities, INC.Broker
July 1996 - September 2013 · 17 yrs 2 mos
W. S. Griffith & CO., INC.Broker
October 1988 - July 1996 · 7 yrs 9 mos
Home Life Insurance CompanyBroker
October 1988 - October 1992 · 4 yrs
State Registrations13 states
ALAZCAFLMDMONCNYOHPASCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.