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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.