Anthony Budak, financial advisor Olmsted Falls OH

Anthony Budak

CRD Number: 4366274
Current Firm: Budak Financial Group, LLC

Anthony Budak (CRD# 4366274) is an Investment Advisor Representative working at Budak Financial Group, LLC in Olmsted Falls, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Budak Financial Group, LLC Olmsted Falls, OH Apr 2007 - Current 16
Karl & Smith, LLC Olmsted Falls, OH Jan 2007 - Current 17
Anthony J. Smith Agency Olmsted Falls, OH Jan 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for Anthony P. Budak
Phone Number: 440-377-4856
Registered State(s):
  • OH
Current Firm Details
Budak Financial Group, LLC
Firm's CRD Number: 144041
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $96,154
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
Types of Clients
Registered States

OH

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