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Austin Avery

4 Years of Experience
BrokerSells Insurance

Austin Avery is a registered investment advisor, based in Fargo, ND, with 4 years of industry experience.

Location

1220 28th Avenue North, Fargo, ND, 58102

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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 involved in several investment-related activities, including Classic Asset Management, Young Financial Services, Avery Wealth Management, Secure Asset Management, LLC, and Avery Consulting LLC, dedicating full-time hours to each. Austin also works as an insurance agent for E4 Insurance Services, spending about a quarter of his time on fixed insurance sales.

Employment History
Current Registrations
Purshe Kaplan Sterling Investments
January 2026 - Present · 3 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2026 - Present · 3 mos
Financial Strategies Group
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Secure Asset Management, L.L.C.
February 2024 - January 2026 · 1 yr 11 mos
Aurora SecuritiesBroker
February 2024 - January 2026 · 1 yr 11 mos
Classic, LLCBroker
December 2021 - April 2024 · 2 yrs 4 mos
State Registrations7 states
KSMIMNNCNDTXWI
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.
Austin Avery - Financial Advisor | TrueAdvisor