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Aaron Austin, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Aaron Austin

Financial Advisor

Clearwater Private Wealth Advisors
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Investment Management
  • Cash Flow Management Strategies
  • Charitable Giving

Qualifications

  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Exam
  • SIE - Securities Industry Essentials Exam

Education

  • B.S. Finance, Indiana University, Kelley School of Business, Indianapolis, IN, 2019

Previous experience

  • Financial Advisor, Prudential Financial, 2020
  • Financial Service Professional, Charles Schwab & Co., 2019-2020
  • Financial Advisor Associate, Austin Financial Strategies, 2015-2018

Interests

Aaron is a resident of Indianapolis. He enjoys the outdoors, sports and spending time with his wife, Ashley and their two dogs. He likes to travel, garden, camp and spend time on his boat.