Austin Summers, CFA

Austin Summers, CFA

Followers of Austin Summers, CFA233 followers
location of Austin Summers, CFAWest Bend, Wisconsin, United States

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  • Timeline

  • About me

    Portfolio Manager at Mersberger Financial Group, Inc.

  • Education

    • University of Wisconsin Oshkosh

      -
      Bachelor's degree Economics
    • University of Wisconsin Oshkosh

      -
      Bachelor's degree Finance, General
  • Experience

    • Mersberger Financial Group, Inc.

      May 2019 - Sept 2022
      • Portfolio Manager

        Jul 2022 - Sept 2022
      • Portfolio Research Associate

        May 2019 - Jul 2022
    • Merit Financial Advisors

      Sept 2022 - now
      Portfolio Manager

      Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC, and Mersberger Financial Group are separate entities from LPL Financial.• 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.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      May 2022