Craig Austad, financial advisor Denver CO

Craig Austad

CRD Number: 2613731
Current Firm: Denver Pwm, LLC

Craig Austad (CRD# 2613731) is an Investment Advisor Representative working at Denver Pwm, LLC in Denver, CO and has over 20 years of experience in the finance industry. Craig Austad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Vista Private Wealth Partners Denver, CO Jan 2016 - Current 8
Flourish Fp, LLC Denver, CO Jan 2016 - Current 8
First Financial Equity Corporation Greenwood Village, CO Jan 2016 - Nov 2018 2
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2007 - Jan 2016 8
Rhyme And Associates Denver, CO Oct 2003 - Jan 2016 12
Northwestern Mutual Investment Services, LLC Milwaukee, WI Sep 2003 - Jan 2016 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Craig A. Austad
Phone Number: 720-354-3850
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    447
    MILLIONS
  • Total Number of Accounts
    490
    ACCOUNTS
  • Average Account Value
    $912,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, KS, MI, MO, NE, PA, SD, TX, UT, WA

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