Clay Budach

Employer firm

Custom Wealth Planners CRD 326415

$102M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 05/2018
  Christensen Construction
  Estherville, IA
• 05/2013 → 05/2017
  Estherville Lincoln Central High School
  Estherville, IA
• 11/2015 → 08/2017
  D&C Yard Services Plus
  Estherville, IA
• 01/2018 → 09/2020
  Northwestern Mutual
  Sioux City, IA
• 10/2020 → 12/2020
  Ameriprise
  West Des Moines, IA
• 01/2021 → 06/2023
  Northwestern Mutual Investment Services Llc
  Ames, IA
• 06/2023 → Present
  Tsmf Llc D.b.a. Custom Wealth Planners
  Ankeny, IA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-05-30

Designations

• Certified Financial Planner

Other Names

• Clay Budach
• Clay Budach