Austin Lewis, financial advisor Fort Worth TX
93 score

Austin Lewis

CRD Number: 6120895
Current Firm: Rooted Financial Planning

Austin Lewis (CRD# 6120895) is an Investment Advisor Representative working at Rooted Financial Planning in Fort Worth, TX and has over 5 years of experience in the finance industry. Austin Lewis 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
Rooted Financial Planning LLC Fort Worth, TX Oct 2015 - Current 2
Transamerica Financial Advisors, Inc. Plano, TX Apr 2015 - Nov 2015 < 1
Valic Financial Advisores Plano, TX Aug 2014 - Apr 2015 < 1
Rogers Wealth Group, Inc. Fort Worth, TX Feb 2014 - Aug 2014 < 1
Fidelity Brokerage Services LLC Westlake, TX Sep 2012 - Feb 2014 1
Wells Fargo Home Mortgage Arlington, TX Feb 2012 - Sep 2012 < 1
Wells Fargo Bank Na Grand Prairie, TX Aug 2011 - Feb 2012 < 1
Wells Fargo Na Grand Prarie, TX Feb 2011 - Aug 2011 < 1
Dallas Baptist University Dallas, TX Oct 2010 - Feb 2011 < 1
Dallas Baptist University Dallas, TX Jul 2010 - Oct 2010 < 1
Pine Cove Tyler, TX May 2010 - Jul 2010 < 1
Buckle Inc. Sherman, TX Jan 2010 - May 2010 < 1
Austin College Sherman, TX Aug 2009 - Jan 2010 < 1
City Of Frisco Aquatics Frisco, TX May 2009 - Aug 2009 < 1
Cotton Patch Restaraunt Frisco, TX Jan 2009 - May 2009 < 1
Student Frisco, TX Jan 2004 - May 2009 5
Centennial High School Frisco, TX Aug 2008 - Jan 2009 < 1
Cure Financial Plano, TX May 2008 - Aug 2008 < 1
Sprint Communications Plano, TX Jan 2008 - May 2008 < 1
Centennial High School Frisco, TX Aug 2007 - Jan 2008 < 1
Cure Financial Plano, TX May 2007 - Aug 2007 < 1
Centennial High School Frisco, TX Aug 2006 - May 2007 < 1
Cure Financial Plano, TX May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Austin H. Lewis
Phone Number: 817-601-5437
Firm Website:
Registered State(s):
  • TX
Current Firm Details
Rooted Financial Planning
Firm's CRD Number: 282184
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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