Austin Woolley
Advisor at Pampel & Associates, Inc. — Monticello, IN
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 65
Experience Industry experience
4 years
Location
Monticello, IN 47960-4503
Pampel & Associates, Inc.
Supported
Total advisors
2Clients per advisor
128 Very HighAvg AUM per client
$364,105 LowHNW client ratio
13% LowAustin Woolley is a financial advisor at Pampel & Associates, Inc. with four years of industry experience. He holds the Series 65 designation and has worked at Pampel & Associates since 2021. His prior experience includes positions at AuthenticX, Regions Bank, and other firms. Pampel & Associates serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through seminars and workshops.
Based on Pampel & Associates, Inc.
Based on Pampel & Associates, Inc.
$0 - $750,000: 0.75% $750,000 - $1,500,000: 0.70% $1,500,001 - $3,000,000: 0.65% Over $3,000,000+: 0.55%
Commission-based compensation earned separately by licensed insurance agents affiliated with the firm for selling insurance products
Up to $100 per hour, negotiable depending on complexity and scope
Account minimum: No minimum account size; however, there is a minimum annual fee of $20 Minimum fee: Minimum annual fee of $20 applies, on a household level rather than individual account
Monticello, IN
101 S. Main Street
Monticello IN 47960-4503
Advisors at this office
2
Indiana · Michigan
4 years of industry experience
Pampel & Associates, Inc.
2021 - Present • 5 years
Monticello, IN
AuthenticX
2021 - 2021 • 1 year
Carmel, IN
Regions bank
2019 - 2021 • 2 years
Lafayette, IN
H&R Industrial
2019 - 2019 • 1 year
Whitestown, IN
Homestyle Painting
2017 - 2019 • 2 years
Brookston, IN
Menards
2017 - 2017 • 1 year
Lebanon, IN
Smile Your Best Dental
2016 - 2017 • 1 year
Demotte, IN
STUDENT
2014 - 2016 • 2 years
Monticello, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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.
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