Unclaimed Profile

John Burke Balcerzak

A4 WEALTH ADVISORS LLC·HUNTERSVILLE, North Carolina

Series 6, Series 7, Series 26, Series 63, Series 6519 years registeredA4 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 · 19 years registered

Brand Profile

Not yet started

Career History

A4 WEALTH ADVISORS LLC

Jun 2010 – present

FORMULA FOLIO INVESTMENTS

Apr 2018 – Dec 2021

Huntersville, NC

GRADIENT INVESTMENTS, LLC

Dec 2015 – Dec 2022

Huntersville, NC

TRIDENT INVESTMENT MANAGEMENT INC

Jun 2009 – May 2010

HUNTERSVILLE, NC

KCD FINANCIAL, INC.

Dec 2007 – Jun 2009

HUNTERSVILLE, NC

INVESTMENT ADVISORS INTERNATIONAL, INC.

Oct 2006 – Dec 2007

HUNTERSVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · October 5, 2006

Years registered · 19

Disclosure History

2025Customer Dispute·Closed-No Action

2025Customer Dispute·Pending

2024Customer Dispute·Pending

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

A4 WEALTH ADVISORS LLC

CRD 152397 · SEC 801-125825

AUM

$155M

Regulatory assets under management

Employees

1,296 client accounts

Services offered by A4 WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at A4 WEALTH ADVISORS LLC →

Introduction

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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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