Ballast Advisors

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

683 Bielenberg Dr Ste 208, Woodbury, Min...

Phone Number

(651) 478-4644

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
2
1
1

About Ballast Advisors

Ballast Advisors is a registered investment advisory firm that provides comprehensive wealth management services tailored to the financial needs of individuals, families, and small businesses. The firm specializes in strategic financial planning, risk management, investment management, tax planning, and estate planning, aimed at ensuring clients achieve their long-term financial goals. Dedicated to a fiduciary standard of care, Ballast Advisors fosters long-term relationships built on trust and personalized support, empowering clients to navigate financial challenges confidently. With over 100 years of combined experience, the team at Ballast Advisors acts as a stable force, helping clients maintain financial balance in an ever-changing economic environment.Explore more
Ballast Advisors's Social MediaPopular SearchesBallast Advisors LLCBallast AdvisorsBallast LLCBallast Advisors - Punta GordaBallast Advisory and Tax Services IncSIC Code 62,628NAICS Code 52,523Show more

Ballast Advisors Org Chart

Paul Parnell, Chief Executive Officer & Wealth Advisor at Ballast Advisors
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Chief Executive Officer & Wealth Advisor

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Steven Schmidt, President, Wealth Advisor & Certified Financial Planner at Ballast Advisors
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President, Wealth Advisor & Certified Financi...

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RJ
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Vice President Advice & Wealth Management & W...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ballast Advisors

<$5M
1-10
Private
<$5M
2017
Paul Parnell, Chief Executive Officer & Wealth Advisor at Ballast Advisors
Paul ParnellCEO & Wealth Advisor
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2002
GM
Greg MurphyClient Services Coordinator
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ballast Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Ballast Advisors financials insights

Gather financial insights about Ballast Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Ballast Advisors's Financials Insights

Ballast Advisors Tech Stack

A closer look at the technologies used by Ballast Advisors

Top Finance Companies

Frequently Asked Questions Regarding Ballast Advisors

What is Ballast Advisors's official website?
Ballast Advisors's official website is www.ballastadvisors.com
What is Ballast Advisors's Revenue?
Ballast Advisors's revenue is <$5 Million
What is Ballast Advisors's SIC code?
Ballast Advisors's SIC: 62,628
What is Ballast Advisors's NAICS code?
Ballast Advisors's NAICS: 52,523
How many employees does Ballast Advisors have?
Ballast Advisors has 1-10 employees
What industry does Ballast Advisors belong to?
Ballast Advisors is in the industry of: Finance, Securities Trading
What is Ballast Advisors competition?
Ballast Advisors top competitors include: Copper Canyon Wealth Management, Focus Financial Network, Waterford Advisors, Legacy Wealth Management Group Las Vegas
What technology does Ballast Advisors use?
Some of the popular technologies that Ballast Advisors uses are: WordPress.org, reCAPTCHA, PHP, NS1
How do I contact Ballast Advisors?
Ballast Advisors contact info: Phone number: (651) 478-4644 Website: www.ballastadvisors.com
What does Ballast Advisors do?

Ballast Advisors is a registered investment advisory firm that provides comprehensive wealth management services tailored to the financial needs of individuals, families, and small businesses. The firm specializes in strategic financial planning, risk management, investment management, tax planning, and estate planning, aimed at ensuring clients ac... hieve their long-term financial goals. Dedicated to a fiduciary standard of care, Ballast Advisors fosters long-term relationships built on trust and personalized support, empowering clients to navigate financial challenges confidently. With over 100 years of combined experience, the team at Ballast Advisors acts as a stable force, helping clients maintain financial balance in an ever-changing economic environment.Read More

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

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