Balanced Investment

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

222 3rd Ave SE, Cedar Rapids, Iowa, 5240...

Phone Number

(319) 409-1653

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Balanced Investment

Balanced Investment Company offers financial advisory services focused on financial planning, retirement planning, investment management, and risk management. The firm aims to provide clarity and strategic thinking to help clients achieve their financial goals while enjoying life. Their personalized approach ensures that investments align with clients' values and long-term objectives. The intended clients include individuals seeking guidance in wealth building, family protection, and asset preservation.Explore more
Balanced Investment's Social MediaPopular SearchesBalanced Investment CoBalanced Investment Consulting LLCBalanced Investment Company LLCbalancedinvest.comSIC Code 62,628NAICS Code 52,523Show more

Balanced Investment Org Chart

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Chartered Financial Consultant, Vice Presiden...

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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Balanced Investment

<$5M
1-10
Private
-
2012
DK
David KnutsonChartered Financial Consultant, Vice President of Strategy
<$5M
11-50
Private
-
2006
ML
Melissa LangManager, Operations
<$5M
1-10
Private
-
-
HP
Heather PollackPlanning Director, Retirement
<$5M
1-10
Private
-
1996
KH
Katrina HermansonChief Compliance Officer
<$5M
11-50
Private
-
2006
LG
Laura GonderManager, Operations
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
2019
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Company Profile Activity

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Activity Insights

Balanced Investment is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Balanced Investment is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Balanced Investment.

Balanced Investment Tech Stack

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Frequently Asked Questions Regarding Balanced Investment

What is Balanced Investment's official website?
Balanced Investment's official website is www.balancedinvest.com
What is Balanced Investment's Revenue?
Balanced Investment's revenue is <$5 Million
What is Balanced Investment's SIC code?
Balanced Investment's SIC: 62,628
What is Balanced Investment's NAICS code?
Balanced Investment's NAICS: 52,523
How many employees does Balanced Investment have?
Balanced Investment has 1-10 employees
What industry does Balanced Investment belong to?
Balanced Investment is in the industry of: Finance, Securities Trading
What is Balanced Investment competition?
Balanced Investment top competitors include: Dominion Capital Management, Peak Financial Consulting, Beacon Financial Group, Twin Peaks Wealth Advisors
What technology does Balanced Investment use?
Some of the popular technologies that Balanced Investment uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, GoDaddy DNS
How do I contact Balanced Investment?
Balanced Investment contact info: Phone number: (319) 409-1653 Website: www.balancedinvest.com
What does Balanced Investment do?

Balanced Investment Company offers financial advisory services focused on financial planning, retirement planning, investment management, and risk management. The firm aims to provide clarity and strategic thinking to help clients achieve their financial goals while enjoying life. Their personalized approach ensures that investments align with clie... nts' values and long-term objectives. The intended clients include individuals seeking guidance in wealth building, family protection, and asset preservation.Read More

What are Balanced Investment social media links?
Balanced Investment Linkedin page Balanced Investment Facebook page
Is Balanced Investment a public company?
Balanced Investment is private company therefore does not currently have an official ticker symbol
See more information about Balanced Investment

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