Austen Lunt (CRD# 7160302) is an Investment Advisor Representative working at Lincoln Investment in Allison Park, PA and has over 2 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Jun 2021 - Current | 2 |
| Capital Analysts | Fort Washington, PA | Jun 2021 - Current | 2 |
| Lincoln Investment | Fort Washington, PA | Mar 2021 - Current | 3 |
| La Roche University | Pittsburgh, PA | Aug 2017 - Current | 6 |
| Sewickley Car Store | Sewickley, PA | May 2019 - Jul 2020 | 1 |
| Leones Pet Supply | Pittsburgh, PA | Jun 2018 - May 2019 | < 1 |
| Community College Of Allegheny County | Pittsburgh, PA | Aug 2016 - May 2017 | < 1 |
| Camp Kon-o-kwee | Fombell, PA | Jun 2016 - Aug 2016 | < 1 |
| Brusters Ice Cream | Pittsburgh, PA | Sep 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- PA
-
Total Assets Under Management17,218MILLIONS
-
Total Number of Accounts203,427ACCOUNTS
-
Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.