Clay Budach Cfp®

Clay Budach Cfp® Email and Phone Number

Certified Financial Planner @ Custom Wealth Planners @ Custom Wealth Planners
Clay Budach Cfp®'s Location
Ankeny, Iowa, United States, United States
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.

Clay Budach Cfp®'s Current Company Details
Custom Wealth Planners

Custom Wealth Planners

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Certified Financial Planner @ Custom Wealth Planners
Clay Budach Cfp® Work Experience Details
  • Custom Wealth Planners
    Certified Financial Planner
    Custom Wealth Planners Jun 2023 - Present
    View
  • Freedom Wealth Advisors
    Associate Private Wealth Management Advisor
    Freedom Wealth Advisors Jan 2021 - May 2023
    Ames, Iowa, Us
    View
  • Ameriprise Financial Services, Llc
    Financial Planning Associate
    Ameriprise Financial Services, Llc Oct 2020 - Dec 2020
    Minneapolis, Mn, Us
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jan 2018 - Sep 2020
    Milwaukee, Wi, Us
    View
  • Christensen Construction Company
    Assistant To The Foreman
    Christensen Construction Company Jun 2016 - May 2020
    View
  • University Of Northern Iowa
    Finance Club President
    University Of Northern Iowa Dec 2018 - Dec 2019
    Cedar Falls, Iowa, Us
    View
  • D&C Yard Services Plus
    Co-Owner
    D&C Yard Services Plus Nov 2015 - Dec 2017
  • Hy-Vee
    Meat Department/Customer Service/Dairy/ Produce Clerk/Checker/Courtesy
    Hy-Vee Aug 2014 - Apr 2017
    West Des Moines, Ia, Us
    View
  • Fareway Stores, Inc.
    Courtesy Clerk
    Fareway Stores, Inc. Oct 2012 - Jul 2014
    Boone, Iowa, Us
    View

Clay Budach Cfp® Education Details

  • University Of Northern Iowa
    University Of Northern Iowa
    Finance
  • Iowa Lakes Community College
    Iowa Lakes Community College
    General Studies
  • Estherville Lincoln Central High School
    Estherville Lincoln Central High School
    General Studies

Frequently Asked Questions about Clay Budach Cfp®

What company does Clay Budach Cfp® work for?

Clay Budach Cfp® works for Custom Wealth Planners

What is Clay Budach Cfp®'s role at the current company?

Clay Budach Cfp®'s current role is Certified Financial Planner @ Custom Wealth Planners.

What schools did Clay Budach Cfp® attend?

Clay Budach Cfp® attended University Of Northern Iowa, Iowa Lakes Community College, Estherville Lincoln Central High School.

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