Ballast Advisors LLC
Legal Name: BALLAST ADVISORS, LLC
Full Contact Details
Ballast Advisors LLC
683 BIELENBERG DRIVE, SUITE 208, WOODBURY, MN
(651) 478-4644
(651) 200-3119
Other Info
BALLAST ADVISORS, LLC is a Delaware-based limited liability company with 13 employees, 6 of which serve in advisory roles. With 4 clients on its roster, this firm's legal status is approved by the U.S Securities and Exchange Commission, with a registration date of Jan 19, 2017.
Fiduciary Financial Planners with offices in Minnesota & Florida
Ballast Advisors is a fiduciary, fee-based financial planning firm that focuses on helping our clients achieve their financial goals. Personal Financial Planning. Investment Management. Retirement Planning. Small Business Planning. Executive Benefits. Located in Minnesota and Florida and serving cli…
Direct Owners
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PAUL LOUIS PARNELL
MANAGING MEMBER owns more than 50% but less than 75%
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RICHARD GERARD GERCZAK
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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STEVEN ANDREW SCHMIDT
MANAGING MEMBER owns more than 10% but less than 25%
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GERCZAK & ASSOCIATES LLC
MANAGING MEMBER owns more than 25% but less than 50%
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PARNELL & ASSOCIATES, INC.
MANAGING MEMBER owns more than 50% but less than 75%
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S SCHMIDT & ASSOCIATES LLC
MANAGING MEMBER owns more than 10% but less than 25%