Austin Banks (CRD# 6672375) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Rapids, IA and has over 6 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Cedar Rapids, IA | Feb 2022 - Current | 2 |
| Royal Alliance Associates, Inc. | Cedar Rapids, IA | Nov 2018 - Feb 2022 | 3 |
| Signator Investors Inc. | Rochester, MN | Jun 2016 - Nov 2018 | 2 |
| University Of Iowa | Iowa City, IA | Aug 2014 - May 2017 | 2 |
| Hy-vee Pharmacy | Cedar Rapids, IA | May 2015 - Nov 2015 | < 1 |
| Convergence Receivables LLC | Cedar Rapids, IA | May 2014 - Sep 2014 | < 1 |
| North Central College | Naperville, IL | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- IA
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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