Austin Wagner, CFP®, ChFC, CLU, CASL in

Austin Wagner, CFP®, ChFC, CLU, CASL

Login to view DISC.
Private Wealth Advisor at LiveWell Capital - Northwestern Mutual
📍 Denver, Colorado, United States

Austin is a Partner and Private Wealth Advisor at LiveWell Capital, where he provides comprehensive financial planning for individuals, families, and business owners. A graduate of the Colorado School of Mines, he leverages his experience since 2007 to simplify complex financial decisions for his clients.

Outside of his advisory role, Austin appears to value creating unique experiences for his team and clients, such as participating in engaging events like a group cooking class with a professional chef. This suggests an interest in building strong relationships through shared activities.

His practice recently merged with LiveWell Capital as the firm crossed $4 billion in assets under management.

Read the full overview →
Experience
23 Years
Current Role
Private Wealth Advisor
Location
Denver, Colorado, United States
Personality Overview

How Austin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Austin cares about

Comprehensive Financial Planning
His core expertise is building long-term financial security through personalized planning for families, individuals, and business owners.
Investment Strategy
He began his career at Charles Schwab, building a strong foundation in investment portfolio strategy and interpreting market data for clients.
+5 more topics Login to view topics
Career

Work history

4-2026
Private Wealth Advisor
LiveWell Capital - Northwestern Mutual
2007 - 3-2026
Private Wealth Advisor
Northwestern Mutual
2006 - 2007
Broker
Charles Schwab
8-2002 - 5-2006
Student
Colorado School of Mines
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2009 - 2011
CHFC
American College
2002 - 2006
Bachelor of Science
Colorado School of Mines
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other LiveWell Capital - Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Austin. Free, 10 seconds.