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Austin Michael Preece
Austin Preece
CRD#: 6960151
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Investment Adviser
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Previous Broker
WEALTH PLANNING ADVISORS LLCCRD#: 327765 EAU CLAIRE, WI
Registration History
2018201920202021202220232024202520262 FIRMS2020 - 2023 (3 years)IAWEALTH PLANNING ADVISORS LLC (CRD# 327765)2023 - Present (1 year)BPFS INVESTMENTS INC. (CRD# 10111)2018 - 2019 (<1 year)IABROOKS LARSON WEALTH MANAGEMENT (CRD# 277125)2024 - 2024 (<1 year)
Disclosure(s)
View By:
8/24/2023
Employment Separation After Allegations
License(s)

State Registrations

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Arizona 8/21/2024

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Texas 1/24/2025

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Minnesota 7/15/2024

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Wisconsin 8/30/2023

Current Registration(s)
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WEALTH PLANNING ADVISORS LLC (CRD#:327765)
EAU CLAIRE, WI
Registered with this firm since 8/30/2023

Previous Registration(s)
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06/12/2024 - 12/05/2024 BROOKS LARSON WEALTH MANAGEMENT (CRD#:277125) Eau Claire, WI
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01/11/2020 - 08/25/2023 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (CRD#:38357) Eau Claire, WI
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01/02/2020 - 08/25/2023 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (CRD#:38357) Eau Claire, WI
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07/20/2018 - 06/19/2019 PFS INVESTMENTS INC. (CRD#:10111) EAU CLAIRE, WI
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.