Mark Ballenger II, financial advisor Denver CO
104 score

Mark Ballenger II

CRD Number: 2810252
Current Firm: Ewealth Consulting, LLC
Compensation Model: Fee Only

Mark Ballenger (CRD# 2810252) is an Investment Advisor Representative working at eWealth Consulting in Denver, CO and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
eWealth Consulting, LLC Denver, CO Jan 2016 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Nov 2009 - Feb 2016 6
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2009 - Feb 2016 6
Charles Schwab Denver, CO Sep 2006 - Oct 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Mark A. Ballenger II
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, TX

Firm Disclaimer:

Investment advisory services offered through eWealth Consulting LLC, a registered investment advisor.

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BADGES
104
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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