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Zachary Allen Budden

Advisor at Edward Jones — Pipestone, MN 8th Ave SE Hwy 75

Updated today

Credentials

Series 66

Experience

1 year

Location

Pipestone, MN 56164

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Zachary Budden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he held various roles including positions at Conetic Solutions, Inc. and South Dakota State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies and affiliated financial services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Pipestone, MN 8th Ave SE Hwy 75

107 8th Ave SE Hwy 75

Pipestone MN 56164

Advisors at this office

2

Most active in

Minnesota · South Dakota · Texas

Work history

1 year of industry experience

Edward Jones

2024 - Present • 2 years

St. Louis, MO

Conetic Solutions, Inc.

2023 - 2024 • 1 year

N Sioux City, SD

South Dakota State University

2022 - 2023 • 1 year

Brookings, SD

South Dakota State University

2022 - 2023 • 1 year

Brookings, SD

South Dakota State University

2021 - 2022 • 1 year

Brookings, SD

Good Samaritan Society

2021 - 2021 • 1 year

Jackson, MN

Accura Healthcare

2021 - 2021 • 1 year

Spirit Lake, IA

South Dakota State University

2020 - 2021 • 1 year

Brookings, SD

Darl's Lawn Care & Landscaping

2020 - 2020 • 1 year

Pipestone, MN

South Dakota State University

2019 - 2020 • 1 year

Brookings, SD

Stonehouse Supper Club

2019 - 2019 • 1 year

Pipestone, MN

Pipestone Area Schools

2017 - 2019 • 2 years

Pipestone, MN

Pipestone Katahdins

2017 - 2018 • 1 year

Pipestone, MN

Deborah & Gerald Kennedy

2015 - 2017 • 2 years

Pipestone, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Orey F

Series 66

Edgerton, MN

LPL Financial

Orey Fey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has previously worked at Waddell & Reed, Inc. and various insurance carriers, and has served as an ambulance driver for the Edgerton Volunteer Ambulance Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Eric B

CFP®, Series 66

Pipestone, MN

Raymond James Financial

Eric Brockberg is a CFP® with 25 years of industry experience and has been advising clients at Raymond James Financial Services Advisors since 2010. He also holds an Associate position at First Bank and Trust in Pipestone, MN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Randall F

Series 63, Series 65

Edgerton, MN

LPL Financial

Randall Fey is a financial advisor with LPL Financial in Edgerton, MN, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior work history includes roles at Waddell & Reed, various insurance carriers, and service with the First Christian Reformed Church. He is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options and utilizes advisor-facing tools for operational and research support, serving over 22,800 advisors with oversight of more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Kyle F

Series 66

Edgerton, MN

LPL Financial

Kyle Fey is a financial advisor with LPL Financial based in Edgerton, MN, holding a Series 66 designation and five years of industry experience. His work history includes a brief tenure at Waddell & Reed and a decade at Luther College prior to joining LPL Financial. Fey also operates under the name Fey Financial Group for his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, supported by advanced research tools and a diverse suite of affiliated financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Chad B

Series 63

Pipestone, MN

Edward Jones

Chad Budden is a financial advisor with Edward Jones in Pipestone, MN, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Lee T

Series 63

Pipestone, MN

Ameriprise

Lee Tracy is a financial advisor with Ameriprise in Pipestone, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Outside of his advisory role, he has involvement in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven and algorithm-supported recommendations with a focus on tax efficiency and asset management within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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