Austin
Peterson
Backbone Planning Partners LLC
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About this Advisor
Austin Peterson is a financial advisor based in Mesa, Arizona, working with Backbone Planning Partners LLC. Austin has previously held positions at Symetra Financial, Symetra Investment Services, Inc, Symetra Securities, Inc, Lincoln Financial Advisors, Backbone Planning Partners LLC, and Lpl Financial LLC. Austin has passed the Series 63 regulatory exam and is registered to provide services in Arizona, California, Nevada, and Utah. Currently, Austin is part of Backbone Planning Partners LLC, which operates out of Mesa, Arizona. The firm has 1 office and 2 employees. The firm manages assets totaling $71.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Backbone Planning Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Backbone Planning Partners LLC Brokerage Details
$71,218,008
2
285
$249,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Austin Peterson Work History
Backbone Planning Partners LLC
Lpl Financial LLC
Lincoln Financial Advisors
Symetra Financial
Symetra Investment Services, Inc
Symetra Securities, Inc
Disclosures
Please visit the SEC profile of Austin Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Backbone Planning Partners LLC
Mesa, AZ
Las Vegas, NV
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
