TrueAdvisor
TrueAdvisor
AS
AS

Austin Streeper

Cetera Investment Advisers LLC
16 Years of Experience
Madison, WI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Austin Streeper is a registered investment advisor at Cetera Investment Advisers LLC, based in Madison, WI, with 16 years of industry experience. Austin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Austin is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance, which takes nearly full-time. He also serves as a board member for The Canopy Center, a trustee for the Streeper Living Trust, and owns Streeper Enterprises, LLC and WAWA Properties LLC, all while volunteering for 100 Men of Dane County and working as a financial professional for North Star Resource Group.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Securian Financial Services, INC.
July 2010 - August 2023 · 13 yrs 1 mo
Cri Securities, LLC
July 2010 - October 2021 · 11 yrs 3 mos
Securian Financial Services, INC.Broker
June 2010 - August 2023 · 13 yrs 2 mos
Cri Securities, LLCBroker
June 2010 - October 2021 · 11 yrs 4 mos
State Registrations26 states
ALAZCACOFLIAILINLAMAMDMIMNMONCNJNMNYOHORPASCTXWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Madison, WI →All financial advisors in Wisconsin →