JB
CFP
JB
CFP

Judson Beeskau

18 Years of Experience
Wayzata, MN
Sells Insurance

Judson Beeskau is a CFP-designated registered investment advisor at Prime Capital Financial, based in Wayzata, MN, with 18 years of industry experience. Judson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
264 advisors
Number of Clients
23,965 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$39.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1905 Wayzata Blvd, Suite #230, Wayzata, MN, 55391

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Judson is the President of Beeskau Financial Services, dedicating nearly full-time hours to this role. He also serves as VP of Finance for the Twin Cities Society for Human Resource Management, is a member of two manufacturing associations, sells health and fixed insurance products, and is a member of CHHSZ Holdings LLC.

Employment History
Current Registrations
Prime Capital Financial
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Private Client Services, LLCBroker
April 2018 - December 2024 · 6 yrs 8 mos
Lawing Financial INC
January 2014 - October 2017 · 3 yrs 9 mos
Cambridge Investment Research, INC.Broker
October 2013 - May 2018 · 4 yrs 7 mos
New England SecuritiesBroker
October 2007 - October 2013 · 6 yrs
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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