Zachary
Buesgens

Financial Perspectives

CRD#7283013
Investment Advisor
in Minneapolis, MN

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About this Advisor

Zachary Buesgens is a financial advisor based in Minneapolis, Minnesota, working with Financial Perspectives. Zachary has previously held positions at The Prudential Insurance Company Of America, Pruco Securities, LLC, Wallman Wellness Center, Breakaway Hockey LLC, City Of Chanhassen, College Student, Financial Perspectives, Inc, and Purshe Kaplan Sterling Investment. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Zachary is part of Financial Perspectives, which operates out of Minneapolis, Minnesota. The firm has 2 offices and 13 employees. The firm manages assets totaling $864.6 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 other services. The fee structure at Financial Perspectives includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3300 Fernbrook Ln N Suite 250
Minneapolis, MN 55447-5341

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Financial Perspectives Brokerage Details

Total Assets Under Management

$864,619,491

MN Average: $5,289,111,388
Total Number of Employees

13

MN Average: 157
Total Number of Accounts

1,672

MN Average: 8,262
Average Account Size

$517,117

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Zachary Buesgens Work History

2021 - Present (3 years)

Financial Perspectives, Inc

2021 - Present (3 years)

Purshe Kaplan Sterling Investment

2020 - 2021 (1 year)

The Prudential Insurance Company Of America

2020 - 2021 (1 year)

Pruco Securities, LLC

2020 - 2020 (< 1 year)

College Sudent

2019 - 2019 (< 1 year)

The Prudential Insurance Company Of America

2018 - 2018 (< 1 year)

City Of Chanhassen

2016 - 2019 (3 years)

Wallman Wellness Center

2016 - 2017 (1 year)

Breakaway Hockey LLC

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

Austin Mandelkow
Minneapolis, MN
Cayden Saxon
Minneapolis, MN
Matthew Johnson
Minneapolis, MN
Nicole Wilken
Minneapolis, MN
Allison Dugan
Minneapolis, MN
Zachary Buesgens
Minneapolis, MN
Luke Dugan
Minneapolis, MN
Jennifer Lachinski
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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