Joel Michael Budd
Investment adviser representative at Summit Investment Advisory Services
24 yearsExperience
1 stateRegistered in
$745.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Summit Investment Advisory Services, Inc.Nov 2013 to now
- LPL Financial LLCMay 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (MN).
Summit Investment Advisory Services
Legal name: Summit Investment Advisory Services, LLC
$745.8MAssets managed
1,075Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2020409
- Firm CRD
- 168594