Adviser and broker representative · Summit Investment Advisory Services
Joel M. Budd
CRD 2020409 · Roseville, MN
At a glance
Joel M. Budd is an investment adviser representative with Summit Investment Advisory Services in Roseville, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joel’s SEC record dates to 2014, about 12 years ago. Joel is also registered as a broker representative.
Current advisory firm
- Summit Investment Advisory ServicesSince May 2014Roseville, MN · $746M in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.