Austin Thomas Avery
Investment adviser representative at Financial Strategies Group
21 yearsExperience
2 statesRegistered in
$189.1MFirm assets
19 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2026 to now
- Avery Consulting LLCOct 2022 to now
- Financial Strategies GroupMar 2022 to now
- Avery Wealth ManagementMar 2022 to now
- Classic Asset Management LLCMar 2022 to now
- Aurora SecuritiesApr 2024 to Dec 2025
- Secure Asset Management LLCApr 2024 to Dec 2025
- Young Financial ServicesMar 2022 to Dec 2024
- Classic, LLCNov 2021 to Apr 2024
- Northwestern Mutual Investment Services LLCApr 2021 to Aug 2021
- Northwestern Mutual Life Insurance CompanyJul 2020 to Aug 2021
- Kay Jay Ag ServicesJun 2018 to Nov 2021
- Ace TutoringJan 2018 to Jan 2021
- StudentAug 2017 to May 2022
- Performance Construction EngineeringApr 2015 to Jul 2021
- StudentAug 2005 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (ND, TX).
Financial Strategies Group
Legal name: Classic Asset Management, LLC
$189.1MAssets managed
659Clients
4Advisers
19 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
- 7263602
- Firm CRD
- 122030