Chad Carstensen (CRD# 5884674) is an Investment Advisor Representative working at Ballast Capital Advisors, LLC in New Hartford, NY and has over 13 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballast Capital Advisors, LLC | Clive, IA | Apr 2016 - Current | 8 |
| Asymmetria Capital Partners, LLC | Clive, IA | Oct 2014 - Current | 9 |
| Pruco Securites LLC | New Hartford, NY | Jan 2011 - Oct 2014 | 3 |
| Prudential Insurance Company Of America | New Hartford, NY | Jan 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- TX
-
Total Assets Under Management297MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$1,917,888
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, TX
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