Austin Lins (CRD# 7127928) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 4 years of experience in the finance industry.
CRD# 2176188
Equitable Advisors, LLC
CRD# 4925099
Edward Jones
CRD# 3051227
Mbe Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mbe Wealth Management, LLC | Tomah, WI | May 2019 - Current | 5 |
Uw-whitewater | Whitewater, WI | Sep 2015 - May 2019 | 3 |
Ballweg Chevrolet-buick | Sauk City, WI | Apr 2017 - Apr 2019 | 2 |
Eagle Valley Ag Service | Prairie Du Sac, WI | Jun 2012 - Apr 2017 | 4 |
Sauk Prairie School System | Sauk Prairie, WI | May 2009 - Jun 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- WI
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Total Assets Under Management725MILLIONS
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Total Number of Accounts4,786ACCOUNTS
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Average Account Value$151,580
- 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)
AZ, CA, CO, FL, IA, IL, MI, MN, NC, OH, SD, TX, VA, WI
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