Austin Kobilka (CRD# 6938932) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Raleigh, NC and has over 6 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | Jan 2022 - Current | 2 |
| Patriot Wealth Management | Raleigh, NC | May 2019 - Current | 4 |
| Patriot Wealth Management | Raleigh, NC | Jun 2018 - Current | 5 |
| Retirement Wealth Advisors | Raleigh, NC | Jun 2018 - Current | 5 |
| Formulafolio Investments, Inc. | Raleigh, NC | Jun 2018 - Dec 2021 | 3 |
| High Point University | High Point, NC | Aug 2017 - May 2018 | < 1 |
| Broad Run Golfers Club | West Chester, PA | May 2017 - Aug 2017 | < 1 |
| High Point University | High Point, NC | Aug 2016 - May 2017 | < 1 |
| Broad Run Golfers Club | West Chester, PA | May 2016 - Aug 2016 | < 1 |
| High Point University | High Point, NC | Aug 2015 - May 2016 | < 1 |
| Broad Run Golfers Club | West Chester, PA | May 2015 - Aug 2015 | < 1 |
| High Point University | High Point, NE | Aug 2014 - May 2015 | < 1 |
| Broad Run Golfers Club | West Chester, PA | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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