This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WEALTH PLANNING ADVISORS LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Sep 11, 2018

First registration

Jan 11, 2020

Dual registered

no

Other names

Austin Preece

IAPD individual key

6960151

• Occurred

  Dec 5, 2024
  Advisor departed, no destination yet

  Austin Michael Preece no longer registered at Brooks Larson Wealth Management; no later IA registration on IAPD

  Form ADVobserved 5 days ago
• Occurred

  Aug 25, 2023
  Advisor changed firm

  Austin Michael Preece left Cliftonlarsonallen Wealth Advisors, Llc for Wealth Planning Advisors Llc (registered 2023-08-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7bd078b9-cecb-a9b3-6f96-133a0436eeb7

First observed

Jan 11, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.