Ballheim Financial LLC

Ballheim Financial LLC (CRD# 164318) is a financial advisory firm headquartered in , . They manage $22,059,920 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.ballheimfinancial.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $648,821
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Ballheim Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Ballheim, financial advisor Leclaire IA
David J. Ballheim
CRD#: 5812321
Leclaire, IA

David Ballheim (CRD# 5812321) is an Investment Advisor Representative working at Ballheim Financial LLC in Leclaire, IA and has over 13 years 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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