Austin Michael Preece

Current Employers

Employment History

• 07/2018 → 04/2019
  Pfs Investments Inc.
  Eau Claire, WI
• 05/2016 → 12/2019
  University Of Wisconsin Eau Claire
  Eau Claire, WI
• 05/2019 → 08/2023
  Cliftonlarsonallen Wealth Advisors, Llc
  Eau Claire, WI
• 06/2023 → Present
  Preece Financial Planning, Llc
  Eau Claire, WI
• 02/2024 → 09/2024
  Helix Wine, Craft Bar & Cafe
  Altoona, WI
• 06/2024 → 12/2024
  Brooks Larson Wealth Management
  Eau Claire, WI
• 05/2018 → 04/2019
  Primerica Life Insurance
  Eau Claire, WI

Previous Registrations

• 2024-06-12 → 2024-12-05
  Brooks Larson Wealth Management
  Eau Claire, WI
• 2020-01-11 → 2023-08-25
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Eau Claire, WI
  Minneapolis, MN

Other Businesses

Name: Helix Wine, Craft Bar & Cafe Investment-related: No Address of the other business: 1444 Front Porch Place, Altoona, WI 54720 Nature of the other business: Bar Position: Bartender Start date: 02/2024 Approximate number of hours/month you devote to the other business: 60 hours/month Number of hours you devote to the other business during securities trading hours: 0 hours/month Duties: Crafting and serving cocktails to patrons. Name: Brooks Larson Wealth Management Investment-related: Yes Address of the other business: 505 Ripley Avenue, Eau Claire, WI 54701 Nature of the other business: Registered investment adviser Position: Financial Planner Start date: 06/2024 Approximate number of hours/month you devote to the other business: 30 hours/month Number of hours you devote to the other business during securities trading hours: 30 hours/month Duties: Investment management

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-11
• S63 Uniform Securities Agent State Law Examination
  2018-09-11

Designations

Other Names

• Austin Preece