Ballast Advisors, LLC
Ballast Advisors, LLC (CRD# 285991) is a financial advisory firm headquartered in Woodbury, MN. They manage $512,459,314 in 2,466 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management512MILLION
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Total Number of Accounts2,466ACCOUNTS
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Average Account Value$207,810
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AZ, CA, FL, GA, IA, IL, LA, MA, MI, MN, NC, NE, NH, NJ, NY, OR, PA, TN, TX, VA, WA, WI
Richard Gerczak (CRD# 2489405) is a Financial Advisor working at Ballast Advisors in Arden Hills, MN, and has over 23 years of experience in the finance industry. Richard Gerczak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Richard Juckel (CRD# 4986090) is the Vice President of Business Development working at Ballast Advisors in Woodbury, MN and has over 11 years of experience in the finance industry. Richard Juckel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Paul Parnell (CRD# 2704387) is a Private Wealth Advisor working at Ballast Advisors. in Woodbury, MN and has over 21 years of experience in the finance industry.
Steven Schmidt (CRD# 2269458) is a Private Wealth Advisor working at Ballast Advisors in Arden Hills, MN and has over 24 years of experience in the finance industry. Steven Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.