Unclaimed
Austin Eliah Lewis is a financial advisor registered with Plancorp, LLC. Austin has been with Plancorp, LLC since May 2015 and has been in the industry since August 2012. Austin is a Certified Financial Planner (CFP) and holds Series 65 licenses in Missouri and Texas. Austin specializes in providing financial planning services to individuals, families, and businesses. Austin also specializes in providing investment management services to individuals, families, and businesses, including portfolio management for businesses and portfolio management for individuals. Austin has been recognized for his expertise in financial planning and investment management, and has been featured in several publications. Austin is a graduate of the University of Missouri.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
06/26/2018 - Present
Plancorp, LLC (SAINT LOUIS MO)
Active
Inactive
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