Austin SorgCRD Number: 6184110
Current Firm: United Planners' Financial Services Of America A Limited Partner
Austin Sorg (CRD# 6184110) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sumner, IA and has over 2 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|United Planners' Financial Services||Scottsdale, AZ||Nov 2013 - Current||3|
|Investment Center||Independence, IA||Apr 2013 - Current||3|
|Harbour Investments Inc.||Madison, WI||Jun 2013 - Dec 2013||< 1|
|The Pump Haus||Cedar Falls, IA||Jan 2013 - May 2013||< 1|
|Mojo's Party Bar||Cedar Falls, IA||May 2007 - Dec 2012||5|
|Sears||Waterloo, IA||Oct 2009 - Jan 2010||< 1|
|Bremwood||Waverly, IA||Dec 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management1,806MILLIONS
Total Number of Accounts9,587ACCOUNTS
Average Account Value$188,339
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV