Austin Flower, financial advisor Middleton WI

Austin Flower

CRD Number: 7718215
Current Firm: Savant Wealth Management

Austin Flower (CRD# 7718215) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Savant Wealth Management Rockford, IL Dec 2023 - Current < 1
Savant Wealth Management Rockford, IL Mar 2023 - Dec 2023 < 1
Unemployed Lake Geneva, WI Dec 2022 - Mar 2023 < 1
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Primerica Financial Services Eau Claire, WI Jun 2021 - Mar 2022 < 1
Tradesmen International Eau Claire, WI Oct 2020 - Dec 2020 < 1
City Of Lake Geneva Lake Geneva, WI Jun 2020 - Jun 2020 < 1
Red Lobster Eau Claire, WI Oct 2019 - Dec 2019 < 1
Genos East In Lake Geneva Lake Geneva, WI Jun 2019 - Aug 2019 < 1
Full Time Student Lake Geneva, WI Aug 2018 - Jun 2019 < 1
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Full Time Student Lake Geneva, WI Aug 2016 - Jun 2017 < 1
Subway Lake Geneva, WI Jun 2016 - Aug 2016 < 1
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The Bona Group LLC Lake Geneva, WI Jun 2015 - Aug 2015 < 1
Lake Geneva High School/uneployed Lake Geneva, WI Aug 2014 - Jun 2015 < 1
Middle School Student Lake Geneva, WI Jan 2013 - Aug 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2023
Contact Info for Austin Flower
Phone Number: 815-227-0300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    26,038
    MILLIONS
  • Total Number of Accounts
    16,304
    ACCOUNTS
  • Average Account Value
    $1,597,009
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
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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