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Clay Budach

Custom Wealth Planners

Ankeny, IA

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Current Employers
Custom Wealth Planners

2425 North Ankeny Blvd Unit #105, Ankeny, IA 50023 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-06-13
  • IA RA
    APPROVED
    Since 2023-06-13

Branch Locations

2425 North Ankeny Blvd Unit #105, Ankeny, IA 50023 • 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
Christensen Construction Estherville IA 05/2017 05/2018
Estherville Lincoln Central High School Estherville IA 05/2013 05/2017
D&C Yard Services Plus Estherville IA 11/2015 08/2017
Northwestern Mutual Sioux City IA 01/2018 09/2020
Ameriprise West Des Moines IA 10/2020 12/2020
Northwestern Mutual Investment Services Llc Ames IA 01/2021 06/2023
Tsmf Llc D.b.a. Custom Wealth Planners Ankeny IA 06/2023 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-05-30
  • S63 Uniform Securities Agent State Law Examination
    2020-05-30
Designations
Other Names
  • Clay Budach
  • Clay Budach

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC

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DANA JOSEPH KIENE
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CLAYTON JOHN NETUSIL
JOSHUA ANTHONY COWART

Other Offices

LPL FINANCIAL LLC · ANKENY, IA
EDWARD JONES · ANKENY, IA
LPL FINANCIAL LLC · ANKENY, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ankeny, IA
EAGLE STRATEGIES LLC · ANKENY, IA
EDWARD JONES · Ankeny, IA
LPL ENTERPRISE, LLC · ANKENY, IA
EDWARD JONES · ANKENY, IA

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