Austin Streeper
Partner
Austin Streeper
Partner
About
Austin helps clients efficiently utilize available resources to build, maintain, preserve, and distribute their wealth. He combines the analytical side of planning and investing with the social aspect of creating enjoyable relationships.
In addition, Austin partners with Liz Witzel, Associate Partner in the Madison office. Their team concentrates on comprehensive financial planning with specific strategies to address complex financial circumstances, addressing both personal and business issues.
Austin is a graduate of Drake University in Des Moines, Iowa, and has Series 24, 66, and 7 registrations. In addition to being registered, he is also licensed for Life, Health, Long Term Care, and Variable Life and Annuity contracts.
Personal Life
Austin resides in Madison, Wisconsin, with his wife, Anne; boys, William and Wyatt, and dog, “Captain Fitzy.” He grew up on a dairy farm in rural Iowa and continues to get outdoors whenever possible. He enjoys playing a variety of sports, skiing, camping, canoeing, and other outdoor activities.
Community Involvement
- Former President of the Board of Directors of the Canopy Center
- Executive Board and member of 100 Men of Dane County
- Active member of the Madison and Fitchburg Chambers
- Member of the Memorial Union
- Member of the Madison Elks Lodge
In addition, Austin’s family enjoys supporting the Olbrich Botanical Gardens, the Wisconsin Historical Society, and the Madison Children’s Museum.
The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.
Services
Services for Individuals:
- Advisory: Fee-based Financial Planning (Budgeting, Benefits Review*, Estate Planning*, Tax Minimization Strategies*, Debt Management), Asset Management
- Investment: Mutual Funds, Brokerage Accounts, Annuities, Stocks, Bonds, Roth IRAs, College Education Funding, IRAs (Including Rollovers)
- Insurance: Life Insurance, Disability Insurance, Long Term Care Insurance
- Education: Financial Literacy Seminars and Workshops
Services for Businesses:
- Retirement Plans: 401(k), Profit Sharing Plans, Simplified Employee Pension (SEP), SIMPLE IRAs, Defined Benefit, Defined Contribution
- Employee Group Benefits: Medical, Dental, Group Life, Long Term Disability, Short Term Disability, Group Long Term Care
- Insurance: Buy/Sell Agreements, Key Person, Split Dollar, Business Continuation
- Education: Financial Literacy Seminars, Workshops, and Employee Counseling
Team
Liz Witzel
Associate Partner
Resource team
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Austin is an investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic #0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0L61138.
Liz is an investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic #0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4169972.
