Invested Better
Unclaimed

Unclaimed

Unclaimed

Kieu L� Turk

Austin Private Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kieu? Claim Your Profile

About Kieu L� Turk

Kieu Turk is a financial advisor in Austin, TX. Kieu has 17 years of experience in the financial services industry. Kieu is a Registered Representative of Austin Private Wealth, LLC and offers financial planning services to both high-net-worth individuals and individuals other than high-net-worth. Kieu is also a Registered Investment Advisor with the state of Texas. Kieu is a Certified Financial Planner.

Firm Information

Kieu Turk is currently registered with Austin Private Wealth, LLC. Austin Private Wealth, LLC is an independent registered investment advisor (RIA) based in Austin, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. As of December 31, 2022, Austin Private Wealth, LLC manages approximately $1.06 billion in assets.
Austin Private Wealth, LLC

3108 N LAMAR BOULEVARD

AUSTIN, TX 78705

$1.06B

Assets Under Management

350

Total Clients

17

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kieu Turk’s Registration & Firm History

TX

07/18/2019 - Present

Austin Private Wealth, LLC (AUSTIN TX)

TX

01/09/2002 - 07/23/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Corpus Christi TX)

MN

01/09/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Kieu L� Turk is right for you?

Licenses & Designations

BOTH

Issued 01/22/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kieu L� Turk.
Not sure if Kieu L� Turk is right for you?