AdvisorOS Directory
Claim Profile
PP

Paul Louis Parnell

BALLAST ADVISORS, LLC·WOODBURY, Minnesota
Unclaimed Profile
683 BIELENBERG DRIVE, WOODBURY, MN 55125CRD# 2704387Firm CRD# 285991
01

About

Paul Louis Parnell is a registered financial advisor based in WOODBURY, Minnesota, affiliated with BALLAST ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BALLAST ADVISORS, LLC
BALLAST ADVISORS, LLC
AUM
$512M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at BALLAST ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2704387
Firm CRD# 285991
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WOODBURY?

Browse all registered financial advisors in WOODBURY, Minnesota or claim this profile if it's yours.

Browse WOODBURY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul Louis Parnell offer?
Paul Louis Parnell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODBURY, Minnesota for a consultation.
What are Paul Louis Parnell's credentials?
Paul Louis Parnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Louis Parnell located?
Paul Louis Parnell is based in WOODBURY, Minnesota, working with BALLAST ADVISORS, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Paul Louis Parnell charge for services?
Paul Louis Parnell's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALLAST ADVISORS, LLC?
BALLAST ADVISORS, LLC has approximately 16 employees and manages $512M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WOODBURY
James Matthew Kirk — EVOLV CAPITAL ADVISORS LLCDarin William Pilacinski — TRUE VISION MN LLCDawn Deborah Jurkovich — RELEVE FINANCIAL GROUP, LLCSteven Andrew Schmidt — BALLAST ADVISORS, LLCChristopher John Lester — WEALTH WATCH ADVISORS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile