Austin Brant Beard

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

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

Current Employers

Employment History

• 01/2017 → 05/2017
  Southridge Milk
  Murtaugh, ID
• 05/2017 → 08/2017
  Eco Prop Pest Management
  Filer, ID
• 09/2017 → 05/2018
  Landmark Companies, Inc
  Logan, UT
• 05/2018 → 08/2018
  Proshield Pest Solutions
  Omaha, NE
• 08/2018 → 05/2019
  Landmark Companies, Inc
  Logan, UT
• 05/2019 → 12/2019
  Spindler Construction
  Logan, UT
• 01/2020 → 09/2021
  Cook Martin Poulson, Pc
  Logan, UT
• 08/2021 → 06/2022
  Ep Wealth Advisors, Llc
  Logan, UT
• 11/2014 → 11/2016
  Lds Mission
  Jacksonville, LA
• 06/2022 → 07/2026
  Ep Wealth Advisors, Llc
  Logan, UT
• 07/2026 → Present
  Ep Wealth Advisors, Llc
  Logan, UT

Other Businesses

OBA 1/3: Name: Utah State University Investment Related: No Address: 3500 Old Main Hill, Logan, UT 84322 Nature: Adjunct Professor for the Finance Department of the Huntsman School of Business. Position: Adjunct Professor Title: Adjunct Professor Start Date: 01/2024 Hours/Month: 1.5 Hours devoted during trading hours: 1 Duties: Adjunct professor teaching Finance Capstone course. OBA 2/3: Name: Bridgerland Technical College Investment Related: No Address: 1301 N 600 W, Logan, UT 84321 Nature: Teaching Community courses as an instructor for Bridgerland. Position: Continuing Education Instructor Title: Continuing Education Instructor Start Date: 02/2025 Hours/Month: 1 Hours devoted during trading hours: 0 Duties: I will teach 3 to 8 classes a year for their continuing education program. OBA 3/3: Name: Beard Ventures, LLC D.B.A. T's Trees Investment Related: No Address: 1346 W 3410 S, Nibley, UT 84321 Nature: I buy trees from a farm, and sell them on a lot for 3 months out of the year. Position: Owner Title: Owner Start Date: 03/2024 Hours/Month: 4 Hours devoted during trading hours: 0 Duties: Own the business and will be running all of the operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-10