Craig
Austad
Vista Private Wealth Partners LLC
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About this Advisor
Craig Austad is a certified financial planner based in Denver, Colorado with 7 years of industry experience. Austad currently works for Vista Private Wealth Partners LLC. During their career, the advisor has held roles at Rhyme And Associates, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Vista Private Wealth Partners, First Financial Equity Corporation and Flourish Fp, LLC. Austad maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Vista Private Wealth Partners LLC is a financial advisory firm based out of Denver, CO. It oversees $447 million in assets under management between its 490 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 490 customer accounts, 36% belong to high-net-worth individuals who have greater than $1 million in assets. The business has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually are based on the services offered. Fees billed by Vista Private Wealth Partners LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vista Private Wealth Partners LLC Brokerage Details
$447,066,561
13
490
$912,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Craig Austad Work History
Craig has been registered as a financial advisor for 7 years.*
Vista Private Wealth Partners
Flourish Fp, LLC
First Financial Equity Corporation
Northwestern Mutual Wealth Management Company
Rhyme And Associates
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Austad 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 Vista Private Wealth Partners LLC
Denver, CO
Englewood, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
