Mark Ballenger II, financial advisor Denver CO

Mark Ballenger II

CRD Number: 2810252
Current Firm: Certified Planning Services, 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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Company Name Location Dates Years
Certified Planning Services, LLC Denver, CO Oct 2017 - Current 6
The Institute For Wealth Management, LLC Denver, CO Sep 2016 - Oct 2017 1
Ewealth Consulting, LLC Denver, CO Nov 2009 - Oct 2016 6
Cambridge Investment Research, Inc. Fairfield, IA Nov 2009 - Feb 2016 6
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2009 - Feb 2016 6
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
    24
    MILLIONS
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $226,296
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Firm Disclaimer:

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

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