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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin J. Schettler is a financial advisor currently registered with The Colony Group, LLC in Clayton, MO. Austin J. Schettler is a Certified Financial Planner® and holds the Series 7TO, Series 63, and Series 65 licenses. Austin J. Schettler has experience in the financial services industry since April 2020. Austin J. Schettler has previously worked at TD Ameritrade, Inc. in St. Louis, MO. The Colony Group, LLC is a large advisory firm with over $50 Billion in assets under management and 765 clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
MO
04/29/2021 - 07/07/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
IA
Issued 08/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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