Meet the Investment Team Austin Green, CFP®
Senior Wealth Advisor
Austin Green is a wealth advisor for Mountain America Investment Services and has been with us since 2011. He works with clients in Salt Lake City and services more than $100 million in client assets. He is a CERTIFIED FINANCIAL PLANNER™, which gives his clients confidence knowing he has advanced experience and a higher standard in placing clients’ needs first.
Austin was named as one of the Top 100 Bank Advisors in the country by Bank Investment Consultant in 2016.* His ranking of #57 nationally was the highest achieved by any Utah advisor. Prior to joining Mountain America Investment Services, Austin was a vice president for Wells Fargo Private Banking. As a private banker, he managed a portfolio of assets and loans for high net-worth individuals in Salt Lake Valley.
Austin’s experience is in 401(k) and IRA distribution education and creating financial retirement plans for conservative individuals.
During his free time, he is an avid golfer and skier. He lives in Salt Lake City with his wife and three sons.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Top 100 Bank Advisor (#57 Nationally)
- Bachelor of Science—University of Utah
Branches served
Salt Lake: State StreetCONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
