Austin Joseph Mcdonough

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2019 → 05/2019
  Edward Jones
  Lynchburg, VA
• 06/2019 → 03/2022
  Keystone Wealth Partners
  Scottsdale, AZ
• 08/2015 → 05/2019
  Liberty University
  Lynchburg, VA
• 03/2022 → Present
  Creative Planning, Llc
  Gilbert, AZ

Previous Registrations

• 2019-07-19 → 2022-06-29
  Keystone Wealth Partners Llc
  Chandler, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-11

Designations

• Certified Financial Planner

Other Names

• Austin Mcdonough