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Current Employers
Financial Strategies Group

1220 28Th Avenue North, Fargo, ND 58102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-23
ND RA APPROVED 2022-03-11
  • TX RA
    APPROVED
    Since 2024-01-23
  • ND RA
    APPROVED
    Since 2022-03-11

Branch Locations

1220 28Th Avenue North, Fargo, ND 58102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Performance Construction Engineering Plano IL 04/2015 07/2021
Student Fargo ND 08/2017 05/2022
Kay Jay Ag Services Horace ND 06/2018 11/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 07/2020 08/2021
Northwestern Mutual Investment Services Llc Fargo ND 04/2021 08/2021
Classic, Llc Fargo ND 11/2021 04/2024
Classic Asset Management Llc Fargo ND 03/2022 Present
Avery Wealth Management Fargo ND 03/2022 Present
Young Financial Services Fargo ND 03/2022 12/2024
Avery Consulting Llc Fargo ND 10/2022 Present
Ace Tutoring Fargo ND 01/2018 01/2021
Student Yorkville IL 08/2005 05/2017
Purshe Kaplan Sterling Investments Albany NY 01/2026 Present
Aurora Securities Troy MI 04/2024 12/2025
Secure Asset Management Llc Troy MI 04/2024 12/2025
  • 04/2015 → 07/2021
    Performance Construction Engineering
    Plano, IL
  • 08/2017 → 05/2022
    Student
    Fargo, ND
  • 06/2018 → 11/2021
    Kay Jay Ag Services
    Horace, ND
  • 07/2020 → 08/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2021 → 08/2021
    Northwestern Mutual Investment Services Llc
    Fargo, ND
  • 11/2021 → 04/2024
    Classic, Llc
    Fargo, ND
  • 03/2022 → Present
    Classic Asset Management Llc
    Fargo, ND
  • 03/2022 → Present
    Avery Wealth Management
    Fargo, ND
  • 03/2022 → 12/2024
    Young Financial Services
    Fargo, ND
  • 10/2022 → Present
    Avery Consulting Llc
    Fargo, ND
  • 01/2018 → 01/2021
    Ace Tutoring
    Fargo, ND
  • 08/2005 → 05/2017
    Student
    Yorkville, IL
  • 01/2026 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 04/2024 → 12/2025
    Aurora Securities
    Troy, MI
  • 04/2024 → 12/2025
    Troy, MI
Previous Registrations
Other Businesses

1.) Classic Asset Management; Investment Related; 1220 28th Ave N. Fargo, ND 58102; Investment Advisor; Financial Planning, Investment Management offered through affiliated RIA; Started 03/2022; 160 Hrs per month; 130 Hrs per month during trading hours. 3.) Avery Wealth Management; Investment Related; 1532 36th Ave S, Fargo, ND 58104; Owner; Service Corp to help manage Client Relationships; Started 03/2022; 160 Hrs per month; 160 Hrs per month during trading hours. 5) Avery Consulting LLC; Investment Related; Owner; 1532 36th Ave, Fargo ND 58104; Owner; Real Estate Owner and Rental Properties; Approx. 5 hours per week 6) E4 Insurance Services; Investment Related (fixed insurance); Insurance Agent; 1220 28th Ave N. Fargo, ND 58102, Approx. 40 hours per month during trading hours. Start date: 2/2024.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-27
  • S66 Uniform Combined State Law Examination
    2022-01-27
Other Names
  • Austin Thomas Avery
  • Austin Thomas Avery
  • Austin Avery

View on SEC IAPD

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