Orgel Wealth Management
42yrs
Top advisor by experience in Altoona
2yrs
Based in Altoona, Wisconsin, Austin Lyons is a fiduciary financial advisor with 2 years of industry experience. Austin has been with Edward Jones since 2024. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 74 advisors with offices in Altoona, and one of 69 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1470 Bluestem Blvd, Altoona, WI 54720
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEdward JonesCurrent firm
Contact Austin
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Austin. 1470 Bluestem BlvdAltoona, WI 54720Office · Get directions
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Questions to ask Austin
Tailored to Austin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Austin
How do I contact Austin?
Call Edward Jones at (314) 515-2000 and ask for Austin Lyons. Austin works from the Altoona, WI office.
How long has Austin been a financial advisor?
Austin has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Austin hold?
Series 66. Tap any license on this page to see what it allows.
Is Austin a fiduciary?
Austin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Austin paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Austin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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