Broker Check
Beau Zumbusch

Beau Zumbusch

Behavioral Financial Advisor™

Beau has joined our team as a financial advisor and focuses on creating holistic financial plans for clients regardless of asset level. He is passionate about helping clients create a plan to realize their financial goals.

Beau is born and raised in Buffalo and the third generation in the financial services industry. He is married to Brooke and has two children, Grace and Joshua. Brooke has a masters degree in Early Childhood Special Education and works in Annandale. In their free time, they enjoy being active as a family outdoors, fishing, biking, hunting, and volunteering at church.

Degrees and Certifications

Behavioral Financial Advisor™

Associates in Accounting with Honors from Rasmussen

Bachelors in Finance - December 2018



FINRA Series 7 - General Securities License

FINRA Series 66 - Uniform Combined State Law

MN Resident Insurance License Accident & Health, Life, Variable life & Variable Annuities.