Ballast, Inc.
Ballast, Inc. (CRD# 152695) is a financial advisory firm headquartered in Lexington, KY. They manage $543,897,082 in 1,747 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management544MILLION
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Total Number of Accounts1,747ACCOUNTS
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Average Account Value$311,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, IN, KY, NC, OH, TN, TX
John Boardman (CRD# 4595652) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 21 years of experience in the finance industry.
Brian Burton (CRD# 6462101) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 9 years of experience in the finance industry.
Cameron Hamilton (CRD# 6264219) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 9 years of experience in the finance industry.
Andrew Reynolds (CRD# 5603070) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 14 years of experience in the finance industry.
Frank Yozwiak (CRD# 6864231) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 6 years of experience in the finance industry.
Trent Lakes (CRD# 7661157) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has 1 year of experience in the finance industry.
Jeffrey Lehmann (CRD# 6996173) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 2 years of experience in the finance industry.