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Austin Lee Peterson

BACKBONE PLANNING PARTNERS LLC·LAS VEGAS, Nevada
SIE, Series 6, Series 7, Series 63CFPClean record9 years registeredBACKBONE PLANNING PARTNERS LLC
7477 WEST LAKE MEAD BLVD, LAS VEGAS, NV 89128CRD# 4196779Firm CRD# 326699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Austin Lee Peterson · LAS VEGAS, NV
Registration
CRD #4196779 · BACKBONE PLANNING PARTNERS LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

BACKBONE PLANNING PARTNERS LLC
Jul 2023 – present
LINCOLN FINANCIAL ADVISORS CORPORATION
Dec 2016 – Jun 2023
GILBERT, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · December 21, 2016
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BACKBONE PLANNING PARTNERS LLC
CRD 326699 · SEC 801-128212
AUM
$71M
Regulatory assets under management
Employees
2
285 client accounts
Services offered by BACKBONE PLANNING PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BACKBONE PLANNING PARTNERS LLC →
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05

Frequently Asked Questions

What services does Austin Lee Peterson offer?
Austin Lee Peterson specializes in Financial Planning, Investment Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Austin Lee Peterson's credentials?
Austin Lee Peterson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Austin Lee Peterson located?
Austin Lee Peterson is based in LAS VEGAS, Nevada, working with BACKBONE PLANNING PARTNERS LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Austin Lee Peterson charge for services?
Austin Lee Peterson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BACKBONE PLANNING PARTNERS LLC?
BACKBONE PLANNING PARTNERS LLC has approximately 2 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BACKBONE PLANNING PARTNERS LLC

Landon Jaeger Mance
LAS VEGAS, NV

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