Austin Peterson
Austin Peterson is a CFP-designated registered investment advisor at Backbone Planning Partners LLC, based in Mesa, AZ, with 19 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 110 clients with $91M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3707 E Southern Avenue, Suite 2027, Mesa, AZ, 85206
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Austin is a business owner of a mattress and furniture surplus store and a member of Oak Tree Venture Group, LLC, both taking minimal time. He also sells non-variable insurance products and dedicates nearly full-time hours to Backbone Planning Partners, LLC, where he provides investment advisory services.
Employment History
Current Registrations
Backbone Planning Partners LLC
Previous Registrations
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Symetra Securities, INC.Broker
Symetra Investment Services, INC.Broker
P.J. Robb Variable CorporationBroker
Linsco/private Ledger CORP.Broker
A. Ch. Securities, INC.Broker
Pacific Select Distributors, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.