Zachary Buesgens, financial advisor Minneapolis MN

Zachary Buesgens

CRD Number: 7283013
Current Firm: Financial Perspectives

Zachary Buesgens (CRD# 7283013) is an Investment Advisor Representative working at Financial Perspectives in Minneapolis, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Perspectives, Inc. Minneapolis, MN Sep 2021 - Current 2
Purshe Kaplan Sterling Investment Albany, NY Sep 2021 - Current 2
Pruco Securities, LLC Plymouth, MN Nov 2020 - Sep 2021 < 1
The Prudential Insurance Company Of America Plymouth, MN May 2020 - Sep 2021 1
College Sudent Fargo, ND Jan 2020 - Apr 2020 < 1
Wallman Wellness Center Fargo, ND Aug 2016 - Dec 2019 3
The Prudential Insurance Company Of America Plymouth, MN Jun 2019 - Aug 2019 < 1
City Of Chanhassen Chanhassen, MN May 2018 - Aug 2018 < 1
Breakaway Hockey LLC Chaska, MN Jun 2016 - Aug 2017 1
Unemployed Victoria, MN Nov 2009 - May 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2021
S65 NASAA Investment Advisors Law Examination Feb 2022
Contact Info for Zachary K. Buesgens
Phone Number: 763-553-7779
Firm Website: http://www.fpwealth.com/
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    865
    MILLIONS
  • Total Number of Accounts
    1,672
    ACCOUNTS
  • Average Account Value
    $517,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, MA, MI, MN, MO, NE, NJ, NY, OH, TN, TX, WA, WI

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