Austin
Lins
Mbe Wealth Management, LLC
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About this Advisor
Austin Lins is a financial advisor based in Baraboo, Wisconsin who has 4 years of industry experience. Lins currently works for Mbe Wealth Management, LLC. Throughout their career, they have worked at Mbe Wealth Management, LLC, Ballweg Chevrolet-Buick, Eagle Valley Ag Service, Uw-Whitewater and Sauk Prairie School System. Lins maintains a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Wisconsin. Mbe Wealth Management, LLC is a company that has its headquarters in Tomah, WI. The investment advisory business has offices in four locations and a total of 12 financial advisors. It controls $450 million in assets across its 4,085 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 4,085 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which service is offered. However, fees billed by Mbe Wealth Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mbe Wealth Management, LLC Brokerage Details
$449,615,286
12
4,085
$110,065
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Austin Lins Work History
Austin has been registered as a financial advisor for 4 years.*
Mbe Wealth Management, LLC
Ballweg Chevrolet-Buick
Uw-Whitewater
Eagle Valley Ag Service
Sauk Prairie School System
*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 Austin Lins 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 Mbe Wealth Management, LLC
Baraboo, WI
Reedsburg, WI
Tomah, WI
Tomah, WI
Sun Prairie, WI
Reedsburg, WI
Tomah, WI
Baraboo, WI
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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