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Valarie Ann Ballein

CLOUD CAPITAL LLC·GROVE, Oklahoma
Clean recordCLOUD CAPITAL LLC
4980 LIGHTHOUSE SPRINGS DRIVE, GROVE, OK 74344CRD# 5670912Firm CRD# 150275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valarie Ann Ballein · GROVE, OK
Registration
CRD #5670912 · CLOUD CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Valarie Ann Ballein is a registered financial advisor based in GROVE, Oklahoma, affiliated with CLOUD CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CLOUD CAPITAL LLC
CLOUD CAPITAL LLC
AUM
$401M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CLOUD CAPITAL LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5670912
Firm CRD# 150275
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Valarie Ann Ballein offer?
Valarie Ann Ballein specializes in Investment Management, Wealth Management. Contact their office in GROVE, Oklahoma for a consultation.
What are Valarie Ann Ballein's credentials?
Valarie Ann Ballein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valarie Ann Ballein located?
Valarie Ann Ballein is based in GROVE, Oklahoma, working with CLOUD CAPITAL LLC. Their office serves clients in the GROVE metropolitan area and surrounding communities.
How does Valarie Ann Ballein charge for services?
Valarie Ann Ballein'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 CLOUD CAPITAL LLC?
CLOUD CAPITAL LLC has approximately 1 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLOUD CAPITAL LLC

Richard Randall Cloud
GROVE, OK
Owen Lloyd Pugh
TULSA, OK
James Keith Dobson
TULSA, OK

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)PONCA CITY (4)CLINTON (3)STILLWATER (1)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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