Austin Mckenzie is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Hurricane, UT, with 4 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1060 W State St, Hurricane, UT, 84737
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Austin operates under Chartway Investment Services as a DBA for his LPL business. He also owns Thoughtful Threads LLC and works as a notary for JP Morgan Chase, dedicating a few hours per week to this role.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations6 states
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