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Austin Altenburg

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
941 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.0B

Fee Structure

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Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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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 insurance agent selling various insurance products since 2005. He dedicates minimal time to this activity.

Employment History
Current Registrations
Gryphon Financial Partners
September 2021 - Present · 4 yrs 5 mos
Ausdal Financial Partners, INC.Broker
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - September 2021 · 13 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - September 2021 · 13 yrs 5 mos
Fifth Third Securities, INC.Broker
October 2004 - January 2007 · 2 yrs 3 mos
State Registrations5 states
AZCOFLMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Austin Altenburg - Financial Advisor | TrueAdvisor