Joel
Budd
Summit Investment Advisory Services
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About this Advisor
Joel Budd is a financial advisor based in Saint Paul, Minnesota, working with Summit Investment Advisory Services. Joel has previously held positions at Lpl Financial LLC and Summit Investment Advisory Services, Inc. Joel has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Joel is part of Summit Investment Advisory Services, which operates out of Saint Paul, Minnesota. The firm has 3 offices and 12 employees. The firm manages assets totaling $562.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Summit Investment Advisory Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Investment Advisory Services Brokerage Details
$562,246,190
12
2,243
$250,667
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joel Budd Work History
Summit Investment Advisory Services, Inc
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Joel Budd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Investment Advisory Services
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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