Durbin Bennett Private Wealth Management, LLC
Durbin Bennett Private Wealth Management, LLC (CRD# 107722) is a financial advisory firm headquartered in Austin, TX. They manage $866,168,036 in 954 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management866MILLION
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Total Number of Accounts954ACCOUNTS
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Average Account Value$907,933
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
LA, TX
Paul Lueb (CRD# 4056086) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 15 years of experience in the finance industry. Paul Lueb 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Jarrod Winkcompleck (CRD# 3127068) is a Partner and Senior Advisor working at Durbin Bennett Private Wealth Management in Austin, TX and has over 18 years of experience in the finance industry. Jarrod Winkcompleck 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Matthew Jachimiak (CRD# 4821079) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 13 years of experience in the finance industry.
Cherry Phan (CRD# 5193163) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 10 years of experience in the finance industry.
Angela Smith (CRD# 5802398) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 7 years of experience in the finance industry. Angela Smith 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.
Tylor Seaman (CRD# 6163536) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 4 years of experience in the finance industry.
Richard Bennett (CRD# 4332494) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Richard Bennett 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.
Margaret Casey (CRD# 4174152) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Margaret Casey 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.
Brent Durbin (CRD# 4332499) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Brent Durbin 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.
Ashley Kilgust (CRD# 6824839) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Ashley Kilgust 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.