Ballast Capital Advisors, LLC

Ballast Capital Advisors, LLC (CRD# 282369) is a financial advisory firm headquartered in West Des Moines, IA. They manage $297,272,625 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1200 Office Plaza Drive, West Des Moines, IA 50266
https://www.linkedin.com/company/ballast-capital-advisors-llc/
By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $1,917,888
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

IA, TX

Financial Advisors at Ballast Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Chad Carstensen, financial advisor New Hartford NY
Chad Carstensen
CRD#: 5884674
New Hartford, NY

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.

2
Gregory Carstensen, financial advisor West Des Moines IA
Gregory G. Carstensen
CRD#: 5901323
1200 Office Plaza Drive, West Des Moines, IA 50266

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 Freund, financial advisor West Des Moines IA
Patrick J. Freund
CRD#: 6780980
1200 Office Plaza Drive, West Des Moines, IA 50266

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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