Austin L Lackey
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Commonwealth Financial NetworkNov 2025 to now
- Strategic Financial SolutionsNov 2025 to now
- Rsm US LLPOct 2023 to Oct 2025
- UnemployedJun 2023 to Oct 2023
- Forvis MazarsJun 2022 to May 2023
- CbizJan 2022 to Apr 2022
- CbizJan 2021 to Aug 2021
- Iu IndianapolisAug 2020 to May 2023
- Ivy Tech Community CollegeJun 2020 to Aug 2020
- WalmartApr 2020 to Jul 2020
- Emmaus UniversityAug 2019 to May 2020
- First Federal Savings BankAug 2018 to Aug 2019
- Wyndham GardenMar 2017 to May 2019
- Warsaw Community High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 8186236
- Firm CRD
- 8032