Ballast Capital Advisors, LLC

Ballast Capital Advisors, LLC (CRD# 282369) is a financial advisory firm headquartered in West Des Moines, IA. They manage $5,711,931 in 11 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $519,266
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, IL, TX

Financial Advisors at Ballast Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Chad Carstensen
CRD#: 5884674
Utica, NY
93
Wealthminder
score

Chad Carstensen (CRD# 5884674) is an Investment Advisor Representative working at Ballast Capital Advisors, LLC in Utica, NY and has over 7 years of experience in the finance industry.

2
Gregory G. Carstensen
CRD#: 5901323
1200 Office Plaza Drive, West Des Moines, IA 50266
90
Wealthminder
score

Gregory Carstensen (CRD# 5901323) 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.

3
Patrick J. Freund
CRD#: 6780980
1200 Office Plaza Drive, West Des Moines, IA 50266
90
Wealthminder
score

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.

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