Austin Wagner, CFP®, ChFC, CLU, CASL

Examiner
DISC Type : cs

Private Wealth Advisor at LiveWell Capital - Northwestern Mutual

Denver, Colorado, United States

Overview

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.

Personality Overview

Process Oriented

Late Adopter

Status Quo Seeker

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care 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.
Leadership Principles
He shares content focused on leadership qualities beyond just business results, highlighting character, curiosity, and the pursuit of truth.

Media Appearances

Austin has no verified media appearances

Work History

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

Education

2009 - 2011
CHFC from American College
2002 - 2006
Bachelor of Science from Colorado School of Mines

More Information

Social Presence :

Prographics :

Exp : 23 Location : Denver, Colorado, United States Job Level : N/A Designation : Private Wealth Advisor at LiveWell Capital - Northwestern Mutual
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Insights For Selling To Austin

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Austin is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Austin

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Austin move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Austin take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Austin

Personality Compatibility


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