Unclaimed
Austyn Casale is an Investment Advisor Representative at Gill Capital Partners, LLC. Austyn is registered with the state of Colorado as an Investment Advisor Representative (IAR). Austyn's Series 65 exam was successfully passed in June 2024. Prior to joining Gill Capital Partners, LLC, Austyn has held roles at Verdant Technologies, Campos EPC, Newmont Mining and Ernst & Young. Austyn earned a Bachelor of Science degree from Texas Tech University.
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.
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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CO
06/20/2024 - Present
Gill Capital Partners, LLC (DENVER CO)
IA
Issued 06/20/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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