AL
CFP · ChFC
AL
CFP · ChFC

Austin Linden

37 Years of Experience
BrokerSells Insurance

Austin Linden is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Broadview Heights, OH, with 37 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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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.

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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 10 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 7 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 7 mos
Financial Management Strategies, INC.
April 2000 - Present · 26 yrs
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.