Austin Larson
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Huntersville, NC 28078-4463
Credentials
CFP®, Series 66
Industry experience
5 years
About
Austin Larson is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles within Fidelity Investments, including Planning Consultant from 2021 to 2022 and Financial Representative in 2021. Prior to joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2020 to 2021.
As a Certified Financial Planner™, Austin specializes in helping clients nearing retirement navigate the complexities of personal finance. He focuses on understanding each client's unique situation and collaborates with them to develop efficient financial plans. His approach emphasizes follow-through and continuous improvement of financial strategies.
Outside of his professional work, Austin has interests in fishing, golf, and military service.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Retirement income strategy
Income planning
Social Security optimization
Demographic focus
Approaching retirement
Location
16740 Birkdale Commons Pkwy, Ste 301
Huntersville, NC 28078-4463
Most active in
Austin L has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2021 - Present (5 years)
Northwestern Mutual Wealth Management Company
2020 - 2020 (1 year)
Northwestern Mutual Investment Services LLC
2020 - 2020 (1 year)
Northwestern Mutual Life Insurance Company
2020 - 2020 (1 year)
Northwestern Mutual Life Insurance Company
2018 - 2019 (1 year)
Armed Forces
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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