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Our financial advice team


Austin Willson, Financial Advisor serving the Petoskey, MI area - Ameriprise Advisors

Austin Willson

Financial Advisor

OsborneKlein
4
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 Income Strategies
  • Tax Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Saving for Education

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • State Life Insurance License: Michigan

Education

  • Franciscan University - Cum Laude In Marketing

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Community participation

Some say that your most valuable asset is your time and I would have to agree. That's why I enjoy spending some of my free time giving back to the community I grew up in and helping to build it into the future. I enjoy helping out as a member of the leadership team of Thrive 45, a local young professionals network and recently joined the Board of Northwest Michigan Habitat for Humanity. Both organizations give me a chance to help solve some of the unique challenges of the area and connect with people. Also, as PHS Alum I enjoy volunteering with the Petoskey Bands and helping to pass on the joy of music to the next generation!

Interests

Born & raised in Petoskey, Michigan, I never realized how lucky I was until I moved away. Coming back to my hometown I now appreciate all the area has to offer. You will find me skiing in wintertime, boating in summer, & hunting and hiking in the fall.


I also love to play and listen to music which has been a big part of my life. I’m always looking for the next local performance or undiscovered artist so, if you have a favorite I’d love to hear about it! When I’m not enjoying Northern Michigan, you can find my fiance & me visiting her family in Southern California. We consider ourselves lucky to be from such beautiful places in the U.S.