Austin Taylor Costello

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 05/2015 → 06/2017
  Wilson & Company
  Colorado Springs, CO
• 06/2017 → 08/2017
  Raymond James Financial Services, Inc
  Colorado Springs, CA
• 08/2017 → 03/2019
  Raymond James Financial Services, Inc
  Colorado Springs, CO
• 11/2017 → 03/2019
  Raymond James Financial Services Advisors Inc.
  Colorado Springs, CO
• 07/2018 → 04/2019
  Austin T Costello, Llc
  Colorado Springs, CO
• 04/2019 → 03/2022
  Geneos Wealth Management
  Lincoln, NE
• 04/2019 → 04/2022
  Capital Consulting & Asset Management
  Lincoln, NE
• 04/2022 → Present
  Lpl Financial
  Chevy Chase, MD

Previous Registrations

• 2020-04-20 → 2022-08-23
  Capital Consulting & Asset Management
  Lincoln, NE
• 2017-11-13 → 2019-03-25
  Raymond James Financial Services Advisors, Inc
  Colorado Springs, CO

Other Businesses

1) 4/2022 - DBA for LPL Business (entity for LPL business) - Capital Financial Planners - Investment Related - Lincoln, NE 68510 2) 4/2020 - Real Estate Rental - Austin Costello - Investment Related - 1hr/mon - 812 38th Street Ct Lincoln, NE 68510 3) 5/2021 - Other (Owner/Website) - Send A Boost LLC - Lincoln, NE 68510

Exams

• S66 Uniform Combined State Law Examination
  2017-10-06

Designations

• Certified Financial Planner

Other Names

• Austin T Costello