Austen Fiala, financial advisor Coralville IA
89 score

Austen Fiala

CRD Number: 6232067
Current Firm: Advice And Planning Services

Austen Fiala (CRD# 6232067) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Coralville, IA Mar 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Coralville, IA Mar 2015 - Current 1
Wells Fargo Advisors, LLC Cedar Rapids, IA Jul 2013 - Mar 2015 1
Wells Fargo Bank N.a. Iowa City, IA Aug 2008 - Jul 2013 4
University Of Iowa Iowa City, IA Feb 2008 - Aug 2010 2
University Of Iowa Iowa City, IA Aug 2007 - Feb 2008 < 1
Wells Fargo Bank N.a. Cedar Rapids, IA Oct 2004 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Austen J. Fiala
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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