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Austin Kaufmann is a registered investment advisor representative with 49 Financial. Austin is based in Overland Park, Kansas, and has been in the industry since July 2024. Austin is licensed to provide investment advice in Kansas. Austin has a Series 65 license and specializes in providing financial planning, selection of other advisors, portfolio management for businesses and individuals. Austin also provides insurance services through Financial Independence Group in Overland Park, Kansas.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
09/30/2024 - Present
49 Financial (AUSTIN TX)
Active
Inactive
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