Senior Financial Planner · Market Street Wealth Management Advisors, LLC
Austin B. Angel
CRD 6660229 · Named on Form ADV at one SEC-registered adviser
At a glance
Market Street Wealth Management Advisors, LLC, an SEC-registered wealth manager based in Indianapolis, IN with $776 million in regulatory assets, lists Austin B. Angel on its Form ADV as Senior Financial Planner.
Firms and roles
- Market Street Wealth Management Advisors, LLCSenior Financial PlannerWealth manager · Indianapolis, IN · $776M in regulatory assets
AtlasMembers
Austin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Austin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Kevin J. ErvinSenior Financial Planner, Market Street Wealth Management Advisors, LLC
- Jessica L. BokhartSenior Financial Planner, Market Street Wealth Management Advisors, LLC
- Kyle B. ThompsonSenior Financial Planner, Market Street Wealth Management Advisors, LLC
- Katie J. FischerChief Compliance Officer/Senior Financial Planner, Market Street Wealth Management Advisors, LLC
- Patrick K. RobertsManaging Partner, Market Street Wealth Management Advisors, LLC
1 more person named with Austin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Austin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.