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).

By the Numbers
  • Total Assets Under Management
    544
    MILLION
  • Total Number of Accounts
    1,747
    ACCOUNTS
  • Average Account Value
    $311,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IN, KY, NC, OH, TN, TX

Financial Advisors at Ballast, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
John V. Boardman
CRD#: 4595652
400 East Vine St, Suite 400, Lexington, KY 40507

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.

2
Brian T. Burton
CRD#: 6462101
400 East Vine St, Suite 400, Lexington, KY 40507

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.

3
Cameron K. Hamilton
CRD#: 6264219
400 East Vine St, Suite 400, Lexington, KY 40507

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.

4
Andrew J. Reynolds
CRD#: 5603070
400 East Vine St, Suite 400, Lexington, KY 40507

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.

5
Frank E. Yozwiak
CRD#: 6864231
400 East Vine St, Suite 400, Lexington, KY 40507

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.

6
Trent T. Lakes
CRD#: 7661157
400 East Vine St, Suite 400, Lexington, KY 40507

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.

7
Jeffrey E. Lehmann
CRD#: 6996173
400 East Vine St, Suite 400, Lexington, KY 40507

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.