Craig
Austad

Vista Private Wealth Partners LLC

CRD#2613731
Investment Advisor
in Denver, CO
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About this Advisor

Craig Austad is a certified financial planner who works out of Denver, Colorado. Currently a registered advisor with Vista Private Wealth Partners LLC, Austad has 15 years of professional experience in the financial advisory industry. Austad has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Austad can operate in Colorado. Over the course of their career, Austad has held roles at R M Rhyme, Northwestern Mutual Investment Services, LLC, Vista Private Wealth Partners, Northwestern Mutual Wealth Management Company and First Financial Equity Corporation. Vista Private Wealth Partners LLC is based out of Denver, Colorado. As a company, Vista Private Wealth Partners LLC oversees $265 million in assets dispersed across 1,061 accounts and employs nine staff members. The firm's total assets under management places it among the mid-sized firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Vista Private Wealth Partners LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

2000 South Colorado Boulevard Tower One Suite 3700
Denver, CO 80222

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Vista Private Wealth Partners LLC Brokerage Details

Total Assets Under Management

$264,796,260

CO Average: $2,349,664,866
Total Number of Employees

9

CO Average: 28
Total Number of Accounts

1,061

CO Average: 1,101
Average Account Size

$249,572

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Craig Austad Work History

Craig has 15 years of experience.

2016 - Present (3 years)

Vista Private Wealth Partners

2016 - Present (3 years)

First Financial Equity Corporation

2007 - 2016 (9 years)

Northwestern Mutual Wealth Management Company

2003 - 2016 (13 years)

R M Rhyme

2003 - 2016 (13 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Craig Austad has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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