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Austin Timothy Lins

MBE Wealth Management, LLC

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About Austin Timothy Lins

Austin Lins is an investment advisor representative registered with MBE Wealth Management, LLC. Austin is a registered investment advisor in Wisconsin. Austin has passed the Uniform Investment Adviser Law Examination. Austin has prior experience in the insurance industry, as well as experience in the automotive, agricultural and educational sectors. Austin has a strong background in financial planning and has provided advice to individuals, charitable organizations, and pension plans.

Firm Information

Austin Lins is currently registered with MBE Wealth Management, LLC. MBE Wealth Management, LLC is a registered investment advisor headquartered in Tomah, WI. The firm manages approximately $859.65 million in assets and provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. MBE Wealth Management also offers selection of other advisors and participates in wrap fee programs.
MBE Wealth Management, LLC

200 W. WARREN ST.

TOMAH, WI 54660

$859.65M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin Lins’s Registration & Firm History

WI

07/31/2019 - Present

MBE Wealth Management, LLC (TOMAH WI)

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Licenses & Designations

IA

Issued 07/31/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Timothy Lins.
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