Patrick Freund (CRD# 6780980) is an Investment Advisor Representative working at Ballast Capital Advisors, LLC in West Des Moines, IA and has 1 year of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ballast Capital Advisors, LLC | West Des Moines, IA | Apr 2017 - Current | 7 |
American Equity Investment | West Des Moines, IA | Oct 2009 - Mar 2017 | 7 |
- IA
-
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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