Unclaimed Profile

James Andrew Toliver

BALANCE SHEET SOLUTIONS LLC·WARRENVILLE, Illinois

SIE, Series 7, Series 24, Series 63CFAClean record22 years registeredBALANCE SHEET SOLUTIONS LLC

4450 WEAVER PARKWAY, WARRENVILLE, IL 60555-3926CRD# 4830325Firm CRD# 124786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Andrew Toliver · WARRENVILLE, IL

Registration

CRD #4830325 · BALANCE SHEET SOLUTIONS LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALANCE SHEET SOLUTIONS LLC

PERFORMANCE TRUST CAPITAL PARTNERS, LLC

Jan 2020 – Mar 2024

Elmhurst, IL

BALANCE SHEET SOLUTIONS LLC

Aug 2004 – Jul 2012

WARRENVILLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · August 5, 2004

Years registered · 22

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALANCE SHEET SOLUTIONS LLC

CRD 124786 · SEC 801-63345

AUM

$908M

Regulatory assets under management

Employees

22 client accounts

Services offered by BALANCE SHEET SOLUTIONS LLC

Per Form ADV

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at BALANCE SHEET SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does James Andrew Toliver offer?

James Andrew Toliver specializes in Wealth Management.

What are James Andrew Toliver's credentials?

James Andrew Toliver holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Andrew Toliver located?

James Andrew Toliver is based in WARRENVILLE, Illinois, last registered with BALANCE SHEET SOLUTIONS LLC.

How does James Andrew Toliver charge for services?

James Andrew Toliver'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 BALANCE SHEET SOLUTIONS LLC?

BALANCE SHEET SOLUTIONS LLC has approximately 28 employees and manages $908M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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