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BALLAST ADVISORS, LLC
BALLAST ADVISORS, LLC
WOODBURY, Minnesota
·
3 registered advisors
·
CRD# 285991
SEC# 801-108984
2
(651) 478-4644
01
Firm Overview
AUM
$512M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BALLAST ADVISORS, LLC
3 registered advisors
Paul Louis Parnell
WOODBURY, Minnesota
CRD# 2704387
Richard Gerard Gerczak
WOODBURY, Minnesota
CRD# 2489405
Steven Andrew Schmidt
WOODBURY, Minnesota
CRD# 2269458
05
Office Locations
WOODBURY, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. BALLAST ADVISORS, LLC (CRD# 285991) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.