Austin Jacob Seegmiller
Advisor at Merrill — Provo, UT W 200 N
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.
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.
Credentials
Series 66
Experience Industry experience
2 years
Location
Provo, UT 84601
Merrill
Institution
Austin Seegmiller is a Financial Advisor with Merrill Lynch Wealth Management, where he works with individuals, families, and business owners to support their financial futures. He specializes in retirement planning, tax-efficient investing, workplace plans, and portfolio management services among other areas. Austin provides personalized guidance aimed at helping clients make informed decisions to live the life they desire in retirement.
With a focus on building lasting client relationships through thoughtful planning and clear communication, Austin assists clients in navigating wealth management areas such as corporate benefits, divorce transition planning, family wealth strategies, legacy planning, and liquidity management. He works with clients to develop strategies that align with their broader financial picture, including coordinating with tax and legal professionals for tax-aware portfolio construction and income planning.
Austin holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from Timpanogos High School. He also attended Utah Valley University without completing a degree. Outside of his professional role, he enjoys basketball, golfing, spending time with his family, and watching movies.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Provo, UT W 200 N
165 W 200 N
Provo UT 84601
Advisors at this office
25
Utah
2 years of industry experience
Bank of America, N.A.
2026 - Present • 1 year
Provo, UT
Merrill
2026 - Present • 1 year
Provo, UT
Fidelity Investments
2025 - 2026 • 1 year
Boston, MA
Fidelity Investments
2023 - 2025 • 2 years
Salt Lake City, UT
Squeeze
2022 - 2023 • 1 year
Orem, UT
Sundae
2022 - 2022 • 1 year
San Francisco, CA
Squeeze
2021 - 2022 • 1 year
Orem, UT
EliteWorks
2020 - 2020 • 1 year
Lehi, UT
WhyTry LLC.
2019 - 2020 • 1 year
Provo, UT
Utah Valley University
2018 - 2025 • 7 years
Orem, UT
Precoa
2018 - 2019 • 1 year
Orem, UT
Wadsworth Design
2018 - 2018 • 1 year
Vineyard, UT
Extended Travel
2017 - 2018 • 1 year
Chicago, IL
Indirect Lending Technologies
2016 - 2017 • 1 year
Salt Lake City, UT
Unemployed
2016 - 2016 • 1 year
Orem, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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