Austin Lee Peterson
Investment adviser representative at Backbone Planning Partners LLC
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$98.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Backbone Planning Partners LLCJun 2023 to now
- LPL Financial LLCJun 2023 to Jan 2025
- Lincoln Financial AdvisorsMar 2015 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, NV, TX).
Backbone Planning Partners LLC
$98.4MAssets managed
109Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4196779
- Firm CRD
- 326699