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The Wealth Group - Austin B. Colby & Associates CRD 311385
$711M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14850 Scenic Heights Road Suite #100, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-01-15 |
Branch Locations
14850 Scenic Heights Road Suite #100, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Minneapolis | MN | 07/2017 | 07/2021 |
| Crew2, Inc. | Minneapolis | MN | 10/2015 | 07/2017 |
| Raymond James Financial Services Advisors Inc. | Eden Prairie | MN | 11/2017 | 07/2021 |
| The Wealth Group - Austin B. Colby & Associates | Eden Prairie | MN | 01/2021 | Present |
INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, EDEN PRAIRIE, MN, INSURANCE, AGENT, 1 HR PER MONTH, ALL DURING TRADING HOURS, INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-01 |
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