Austin DeShane, CFA, CFP

Experience

• 

  United States Treasury

  Jan 2010 - May 2010

  Financial Management Services Intern

  I was an intern for the Finacial Management Services Austin, TX branch of the Treasury.

• 

  LatinWorks

  Sept 2010 - Dec 2010

  Finance Intern
• 

  Equitable Advisors

  May 2013 - Jul 2021

  Financial Advisor
• 

  Fitzgerald Wealth Management - (Became Wealth Enhacement Group)

  Dec 2020 - Jun 2021

  Investment Portfolio Manager
• 

  Wealth Enhancement Group

  Jul 2021 - now

  My role is to work with individuals to develop and design their financial plan to meet their individual needs. I work to create the optimal portfolio given each client's individual needs and risk tolerance. Additionally, I serve as a portfolio manager for our office where I work along side the greater investment management team at Wealth Enhancement Group to oversee and curate the investment offerings used with our clients. Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial. For a list of states in which I am registered to do business, please visit http://www.wealthenhancement.com. Show less

  • Senior Vice President, Financial Advisor

    Apr 2024 - now

  • Vice President Financial Advisor

    Feb 2023 - Apr 2024

  • Portfolio Manager and Financial Advisor

    Sept 2022 - Feb 2023

  • Branch Administrator

    Jul 2021 - Sept 2022