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Alex Joseph Budzon

SECURITY FINANCIAL SERVICES, INC.·FORT WAYNE, Indiana
Unclaimed Profile
12726 COLDWATER ROAD, FORT WAYNE, IN 46845CRD# 6019133Firm CRD# 122050
01

About

Alex Joseph Budzon is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with SECURITY FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SECURITY FINANCIAL SERVICES, INC.
WEALTH ADVISORS GROUP
AUM
$996M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at SECURITY FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6019133
Firm CRD# 122050
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alex Joseph Budzon offer?
Alex Joseph Budzon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Alex Joseph Budzon's credentials?
Alex Joseph Budzon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex Joseph Budzon located?
Alex Joseph Budzon is based in FORT WAYNE, Indiana, working with SECURITY FINANCIAL SERVICES, INC.. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Alex Joseph Budzon charge for services?
Alex Joseph Budzon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURITY FINANCIAL SERVICES, INC.?
SECURITY FINANCIAL SERVICES, INC. has approximately 13 employees and manages $996M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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