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Clay Budach is a financial_advisor professional located in Ankeny, IA. They specialize in financial advisory. With over 3 years of experience, they bring deep expertise to every client.
Clay Budach - Custom Wealth Planners holds an active professional license (FINRA CRD) for your protection.
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Clay Budach operates Custom Wealth Planners in Ankeny, Iowa, offering financial advisory services. With three years in business, the firm holds a FINRA CRD registration, which governs securities-related financial advisory work. The business is structured to serve clients seeking wealth planning guidance and investment-related financial strategies.
A FINRA CRD (Central Registration Depository) registration indicates that Clay Budach is registered with the Financial Industry Regulatory Authority, which oversees securities professionals and investment advisors. This registration means the advisor is authorized to engage in securities-related financial advisory work and is subject to FINRA's regulatory standards, compliance requirements, and disciplinary oversight. Clients can verify registration details and review any disciplinary history through FINRA's BrokerCheck system, providing transparency into the advisor's professional background and regulatory standing.