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John Burke Balcerzak

A4 WEALTH ADVISORS LLC·HUNTERSVILLE, North Carolina
Clean recordA4 WEALTH ADVISORS LLC
16140 NORTHCROSS DRIVE, HUNTERSVILLE, NC 28078CRD# 2902873Firm CRD# 152397

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Burke Balcerzak · HUNTERSVILLE, NC
Registration
CRD #2902873 · A4 WEALTH ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Burke Balcerzak is a registered financial advisor based in HUNTERSVILLE, North Carolina, affiliated with A4 WEALTH 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
A4 WEALTH ADVISORS LLC
A4 WEALTH ADVISORS LLC
AUM
$155M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at A4 WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CO-ADVISOR FEES
Regulatory
SEC/IARD CRD# 2902873
Firm CRD# 152397
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Burke Balcerzak offer?
John Burke Balcerzak specializes in Financial Planning, Investment Management. Contact their office in HUNTERSVILLE, North Carolina for a consultation.
What are John Burke Balcerzak's credentials?
John Burke Balcerzak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Burke Balcerzak located?
John Burke Balcerzak is based in HUNTERSVILLE, North Carolina, working with A4 WEALTH ADVISORS LLC. Their office serves clients in the HUNTERSVILLE metropolitan area and surrounding communities.
How does John Burke Balcerzak charge for services?
John Burke Balcerzak's firm is compensated through percentage of aum, hourly charges, subscription fees, other: co-advisor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A4 WEALTH ADVISORS LLC?
A4 WEALTH ADVISORS LLC has approximately 4 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at A4 WEALTH ADVISORS LLC

Heather Marie Fowler
HUNTERSVILLE, NC

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Research
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