Unclaimed
Austyn Brinkerhoff is a financial advisor with Ameriprise Financial Services, LLC. Austyn holds Series 7TO, SIE, and Series 66 licenses. Austyn has been in the industry since 2022 and has experience with Ameriprise Financial Services, LLC, GENEOS WEALTH MANAGEMENT, INC., and Precise Tax & Accounting. Austyn specializes in investment advisory services for individuals, businesses, and trusts/estates. Austyn offers financial planning, asset allocation services, portfolio management, educational seminars, and selection of other advisors. Austyn is also a licensed insurance agent.
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.
Asset allocation services
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.
1
2
UT
06/06/2024 - Present
Ameriprise Financial Services, LLC (Circleville UT)
UT
06/15/2023 - 03/28/2024
GENEOS WEALTH MANAGEMENT, INC. (Cedar City UT)
UT
12/01/2022 - 06/09/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Cedar City UT)
BOTH
Issued 01/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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