Our Clients are at the center of everything we do. College funding, taxes, retirement planning, investments, estate planning, cash flow analysis - every aspect of your wealth profile will be analyzed with the end result culminating in a financial plan mated to a recommended investment program.
We coordinate the areas of Financial Planning and Asset Management into a single solution. We view the two as inseparable components of a successful financial life, and are committed to helping you simplify, strengthen and grow your wealth.
Our mission is to enable our clients to achieve their goals through objective financial planning and asset management. Our purpose is to help build, manage and preserve your wealth for a lifetime.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ball And Company | Franklin, TN | Nov 2021 - Current | 2 |
| Ball And Company Fka Reed & Ball, Inc. | Thousand Oaks, CA | Jan 2004 - Nov 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
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Total Assets Under Management175MILLIONS
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Total Number of Accounts445ACCOUNTS
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Average Account Value$393,725
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, LA, TN, TX, WY
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