BALLAST ADVISORS, LLC

WOODBURY, Minnesota·3 registered advisors·CRD# 285991
SEC# 801-1089842(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 PlanningInvestment ManagementWealth Management
04

Advisors at BALLAST ADVISORS, LLC

3 registered advisors
Paul Louis Parnell
WOODBURY, Minnesota
Richard Gerard Gerczak
WOODBURY, Minnesota
Steven Andrew Schmidt
WOODBURY, Minnesota
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.