Certified Financial Planner
Current
Jun 2023 - Present
AeroLeads people directory · profile
Clay Budach Cfp® Email & Phone Number
Certified Financial Planner @ Custom Wealth Planners
at
Custom Wealth Planners
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Certified Financial Planner @ Custom Wealth Planners
Location
Ankeny, Iowa, United States
Who is Clay Budach Cfp®? Overview
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Quick answer
Clay Budach Cfp® is listed as Certified Financial Planner @ Custom Wealth Planners at Custom Wealth Planners, based in Ankeny, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Clay Budach Cfp®.
Clay Budach Cfp® previously worked as Certified Financial Planner at Custom Wealth Planners and Associate Private Wealth Management Advisor at Freedom Wealth Advisors. Clay Budach Cfp® holds Bachelor'S Degree, Finance from University Of Northern Iowa.
Company email context
Email format at Custom Wealth Planners
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Custom Wealth Planners
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Profile bio
About Clay Budach Cfp®
CERTIFIED FINANCIAL PLANNER™ at Custom Wealth Planners. I do financial planning for households with over $200k income or those with over $500k of investable assets. CWP is an independent fee-only registered investment advisor. Custom Wealth Planners was built to serve those seeking objective financial planning and investment management advice. Visit www.customwealthplanners.com to learn more.
Current workplace
Clay Budach Cfp®'s current company
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9 roles
Clay Budach Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Private Wealth Management Advisor
Jan 2021 - May 2023
Financial Planning Associate
Oct 2020 - Dec 2020
Financial Representative
Jan 2018 - Sep 2020
Assistant To The Foreman
Jun 2016 - May 2020
Finance Club President
Dec 2018 - Dec 2019
Co-Owner
D&C Yard Services Plus
Nov 2015 - Dec 2017
Meat Department/Customer Service/Dairy/ Produce Clerk/Checker/Courtesy
Aug 2014 - Apr 2017
Courtesy Clerk
Oct 2012 - Jul 2014
3 education records
Clay Budach Cfp® education
Bachelor'S Degree, Finance
University Of Northern Iowa
General Studies
Iowa Lakes Community College
Diploma, General Studies
Estherville Lincoln Central High School
FAQ
Frequently asked questions about Clay Budach Cfp®
Quick answers generated from the profile data available on this page.
What company does Clay Budach Cfp® work for?
Clay Budach Cfp® works for Custom Wealth Planners.
What is Clay Budach Cfp®'s role at Custom Wealth Planners?
Clay Budach Cfp® is listed as Certified Financial Planner @ Custom Wealth Planners at Custom Wealth Planners.
Where is Clay Budach Cfp® based?
Clay Budach Cfp® is based in Ankeny, Iowa, United States while working with Custom Wealth Planners.
What companies has Clay Budach Cfp® worked for?
Clay Budach Cfp® has worked for Custom Wealth Planners, Freedom Wealth Advisors, Ameriprise Financial Services, Llc, Northwestern Mutual, and Christensen Construction Company.
How can I contact Clay Budach Cfp®?
You can use AeroLeads to view verified contact signals for Clay Budach Cfp® at Custom Wealth Planners, including work email, phone, and LinkedIn data when available.
What schools did Clay Budach Cfp® attend?
Clay Budach Cfp® holds Bachelor'S Degree, Finance from University Of Northern Iowa.
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