Zachary
Buesgens
Financial Perspectives
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About this Advisor
Zachary Buesgens is a financial advisor based in Minneapolis, Minnesota who has 1 year of relevant experience. Buesgens currently works for Financial Perspectives. Over the course of their career, they have held roles at The Prudential Insurance Company Of America, Pruco Securities, LLC, Wallman Wellness Center, Breakaway Hockey LLC, City Of Chanhassen, College Sudent, Financial Perspectives, Inc and Purshe Kaplan Sterling Investment. Buesgens has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Minnesota. Financial Perspectives is a financial advisory company that has its headquarters in Minneapolis, MN. The company has a total of 13 people on staff. It controls $744 million in assets under management between its 1,609 client accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to two charities and foundations. Of its 1,609 accounts, 38% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fee schedules usually depend on which services are provided. However, fees charged by Financial Perspectives most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Perspectives Brokerage Details
$744,093,321
13
1,609
$462,457
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Zachary Buesgens Work History
Zachary has been registered as a financial advisor for 1 years.*
Financial Perspectives, Inc
Purshe Kaplan Sterling Investment
The Prudential Insurance Company Of America
Pruco Securities, LLC
College Sudent
The Prudential Insurance Company Of America
City Of Chanhassen
Wallman Wellness Center
Breakaway Hockey 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 Zachary Buesgens 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 Financial Perspectives
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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