Austin William Schreck

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 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

• 05/2019 → 04/2023
  Argi Investment Services
  Louisville, KY
• 04/2017 → 05/2019
  City Of Edgewood
  Edgewood, KY
• 04/2014 → 04/2017
  Putt Putt Golf Course
  Erlanger, KY
• 04/2023 → Present
  Cerity Partners
  Cincinnati, OH

Previous Registrations

• 2019-11-22 → 2023-04-21
  Cerity Partners Ocio Llc
  New York, NY
  Cincinnati, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-22

Designations

• Certified Financial Planner