Joel
Budd
Summit Investment Advisory Services
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About this Advisor
Joel Budd is a financial advisor operating in Saint Paul, Minnesota with a total of 9 years of industry experience. Budd is an advisor for Summit Investment Advisory Services. Throughout their career, they have worked at Lpl Financial LLC and Summit Investment Advisory Services, Inc. Budd maintains a Series 63 license, qualifying them as a securities agent, and can advise clients in Minnesota. Summit Investment Advisory Services is a registered investment firm based in Saint Paul, MN. The company has offices in three locations and a total of 13 people on staff. It controls $456 million in total assets across its 2,087 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,087 customer accounts, 22% are associated with high-net-worth individuals who have more than $1 million in assets. Summit Investment Advisory Services performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Summit Investment Advisory Services most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Investment Advisory Services Brokerage Details
$455,969,060
13
2,087
$218,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joel Budd Work History
Joel has been registered as a financial advisor for 9 years.*
Summit Investment Advisory Services, Inc
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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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