Unclaimed
Judson Beeskau is a financial advisor with over 10 years of experience in the financial services industry. Judson is a CERTIFIED FINANCIAL PLANNER™ professional and has Series 6, 7, and 63 licenses. Judson currently works at Prime Capital Financial, a firm with over 200 investment advisor representatives and over $24 billion in assets under management. Prior to joining Prime Capital Financial, Judson worked at Cambridge Investment Research and New England Securities. Judson is dedicated to providing clients with comprehensive financial planning and investment management services. Judson specializes in working with high net worth individuals, corporations, and retirement plans. Judson is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
MN
07/27/2017 - Present
Prime Capital Financial (Wayzata MN)
MN
10/01/2013 - 05/01/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (WAYZATA MN)
MN
10/17/2007 - 10/03/2013
NEW ENGLAND SECURITIES (MINNETONKA MN)
BC
Issued 10/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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