Austin Shinn

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → Present
  Charles Schwab & Co., Inc.
  Fort Collins, CO
• 12/2021 → Present
  Charles Schwab Bank, Ssb
  Fort Collins, CO
• 08/2021 → 11/2021
  New York Life
  Fort Collins, CO
• 03/2021 → 05/2021
  Your Sign Is Here
  Greeley, CO
• 09/2016 → 05/2017
  Solutions By Design, Inc.
  Parker, CO
• 05/2018 → 08/2018
  Moonbeam Capital Investments
  Greeley, CO
• 08/2019 → 05/2021
  University Of Northern Colorado
  Greeley, CO
• 04/2015 → 09/2016
  Unemployed
  Wellington, CO
• 08/2017 → 12/2019
  Aims Community College
  Greeley, CO
• 05/2017 → 08/2017
  Unemployed
  Wellington, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-01
• S63 Uniform Securities Agent State Law Examination
  2022-04-12

Other Names

• Austin Shinn
• Austin R. Shinn
• Austin Ryan Shinn