Suresh Basnet (CRD# 4426976) is an Investment Advisor Representative working at Balanced Investment Advisors, LLC in Cedar Rapids,, IA and has over 18 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Balanced Investment Advisors, LLC | Cedar Rapids, IA | Aug 2019 - Current | 4 |
| Balanced Investment Company, LLC | Cedar Rapids, IA | Jun 2012 - Current | 11 |
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2020 - Aug 2020 | < 1 |
| Corecap Investments, Inc. | Cedar Rapids, IA | Jul 2017 - Feb 2018 | < 1 |
| Corecap Advisors, Inc. | Cedar Rapids, IA | Jun 2017 - Feb 2018 | < 1 |
| Voya Financial Advisors | Cedar Rapids, IA | Jun 2009 - Mar 2017 | 7 |
| Voya Financial Advisors | Cedar Rapids, IA | Mar 2009 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
- TX
- WA
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$269,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
IA, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.