Balser Wealth Management, LLC

Balser Wealth Management, LLC (CRD# 135788) is a financial advisory firm headquartered in , . They manage $11,000,000 in 32 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/balserwealth/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $343,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Balser Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roger Balser, financial advisor Avon OH
Roger S. Balser
CRD#: 1396245
Avon, OH

Roger Balser (CRD# 1396245) is an Investment Advisor Representative working at Balser Wealth Management, LLC in Avon, OH and has over 38 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.

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