Austin Francis
Investment adviser representative at Commercial Trust Financial Services
13 yearsExperience
1 stateRegistered in
$204.1MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Commercial Trust Financial ServicesMar 2026 to now
- LPL Financial LLCApr 2025 to now
- Commercial TrustJan 2025 to now
- Convergence Financial LLCJun 2025 to May 2026
- Veterans United Home LoansDec 2019 to Jan 2025
- Widhalm Construction LLCMay 2017 to Dec 2019
- Missouri Valley CollegeAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Commercial Trust Financial Services
Legal name: Commercial Trust Wealth Management, LLC
$204.1MAssets managed
927Clients
5Advisers
Under 1 yearIn 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
- 8037494
- Firm CRD
- 337704