Frederick Ballenger, financial advisor Oak Creek WI
88 score

Frederick Ballenger

CRD Number: 6312913
Current Firm: Pnc Investments

Frederick Ballenger (CRD# 6312913) is an Investment Advisor Representative working at Pnc Investments in Oak Creek, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Milwaukee, WI Sep 2014 - Current 2
Pnc Bank Milwaukee, WI Sep 2014 - Current 2
Pnci Investments Milwaukee, WI Mar 2014 - Sep 2014 < 1
Pnc Bank Milwaukee, WI Mar 2014 - Sep 2014 < 1
Pnc Bank Milwaukee, WI Nov 2011 - Mar 2014 2
State Farm Milwaukee, WI Jan 2011 - Nov 2011 < 1
Marquette Library Milwaukee, WI Sep 2006 - Jan 2011 4
Laurel Oaks Retirement Home Milwaukee, WI Sep 2002 - Sep 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Frederick Ballenger
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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