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Gregory George Carstensen

BALLAST CAPITAL ADVISORS LLC·WEST DES MOINES, Iowa
Clean recordBALLAST CAPITAL ADVISORS LLC
1200 OFFICE PLAZA DRIVE, WEST DES MOINES, IA 50266CRD# 5901323Firm CRD# 282369

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory George Carstensen · WEST DES MOINES, IA
Registration
CRD #5901323 · BALLAST CAPITAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory George Carstensen is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with BALLAST CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BALLAST CAPITAL ADVISORS LLC
BALLAST CAPITAL ADVISORS, LLC
AUM
$297M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BALLAST CAPITAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5901323
Firm CRD# 282369
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory George Carstensen offer?
Gregory George Carstensen specializes in Financial Planning, Investment Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Gregory George Carstensen's credentials?
Gregory George Carstensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory George Carstensen located?
Gregory George Carstensen is based in WEST DES MOINES, Iowa, working with BALLAST CAPITAL ADVISORS LLC. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Gregory George Carstensen charge for services?
Gregory George Carstensen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALLAST CAPITAL ADVISORS LLC?
BALLAST CAPITAL ADVISORS LLC has approximately 8 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BALLAST CAPITAL ADVISORS LLC

Steven Paul Harms
WEST DES MOINES, IA

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Nearby cities in Iowa
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Research
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