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Aaron Burt Austin

Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Wells Fargo Advisors Financial Network, LLCSep 2025 to now
  2. Ameriprise Financial Services, LLCOct 2020 to Sep 2025
  3. The Prudential Insurance Company of AmericaJul 2020 to Oct 2020
  4. Pruco Securities LLCJun 2020 to Oct 2020
  5. Charles Schwab & Co., Inc.Jun 2018 to Jun 2020
  6. Home City IceNov 2017 to Jun 2018
  7. Indiana UniversityAug 2015 to May 2019
  8. Austin Financial Strategies, Inc.Jun 2015 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (IN, TX).

Wells Fargo Advisors

Legal name: Wells Fargo Advisors Financial Network, LLC

$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
6554926
Firm CRD
11025
Advisor's SEC record (opens in a new tab)
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