Unclaimed Profile

Mary Gayle Westberg

BALANCE SHEET SOLUTIONS LLC·WARRENVILLE, Illinois

SIE, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredBALANCE SHEET SOLUTIONS LLC

4450 WEAVER PARKWAY, WARRENVILLE, IL 60555-3926CRD# 4711566Firm CRD# 124786

Profile Verification

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

Identity

Mary Gayle Westberg · WARRENVILLE, IL

Registration

CRD #4711566 · BALANCE SHEET SOLUTIONS LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALANCE SHEET SOLUTIONS LLC

WOODBURY FINANCIAL SERVICES, INC.

Jun 2014 – Oct 2016

OAKDALE, MN

BALANCE SHEET SOLUTIONS LLC

Jan 2007 – Apr 2013

ALBANY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 5, 2007

Years registered · 19

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 Mary Gayle Westberg offer?

Mary Gayle Westberg specializes in Wealth Management.

What are Mary Gayle Westberg's credentials?

Mary Gayle Westberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Gayle Westberg located?

Mary Gayle Westberg is based in WARRENVILLE, Illinois, last registered with BALANCE SHEET SOLUTIONS LLC.

How does Mary Gayle Westberg charge for services?

Mary Gayle Westberg'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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