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Alex Joseph Budzon

Wealth Advisors Group

Fort Wayne, IN

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Current Employers
Wealth Advisors Group

12726 Coldwater Road, Fort Wayne, IN 46845 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2015-03-30
  • IN RA
    APPROVED
    Since 2015-03-30

Branch Locations

12726 Coldwater Road, Fort Wayne, IN 46845 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Fort Wayne IN 03/2013 08/2017
Wealth Advisors Group Fort Wayne IN 03/2013 Present
  • 03/2013 → 08/2017
    Lpl Financial
    Fort Wayne, IN
  • 03/2013 → Present
    Fort Wayne, IN
Other Businesses

1. 9/10/2013 - WEALTH ADVISORS GROUP. FINANCIAL ADVISOR/OWNER. 40+HRS. 12726 COLDWATER RD FORT WAYNE, IN 46845. FINANCIAL PLANNING 2. 01/09/2015 - AJB FINANCIAL, LLC - BUSINESS ENTITY FOR TAX/RECONCILLIATION PURPOSES ONLY - TIME SPENT 4 HOURS PER MONTH - FORT WAYNE, IN 3. 08/08/2016 * Ash Brokerage * Non-Variable Insurance * INV REL * 12726 Coldwater Road, Fort Wayne, IN 46845 * Ash Brokerage is a General Agency for insurance business * START 01/01/2015 * 1 HRS/MO; 0 DURING SECS TRDG HRS. 4. MAD ANTHONYS FOUNDATION - BOARD MEMBER. 5HRS PER MONTH. NON-PROFIT. 921 E DUPONT RD SUITE 885 FORT WAYNE, IN 46825 NON INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-05
  • S66 Uniform Combined State Law Examination
    2013-09-05
Designations

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