The Ballast Advisors team is the core of our success.
This unique collection of talent creates an environment of collaboration which is unique in this industry. Each of these professionals brings a lifetime worth of experience from overcoming challenges in their own lives, as well as, helping to exceed the expectations of the clients in which they’ve served. It is their tenacity and desire that they continue to meet life’s challenges by working towards our client’s goals.
Why Choose Ballast?
Our mission is to understand you and your goals and help you achieve those goals through unbiased, balanced financial advice. We are fully invested in your success and we believe you can trust us to guide the way to a prosperous and sustainable financial life…so your balance can withstand the winds of change and the test of time.
Meet the team
Our team of fiduciary financial advisors serves out of three locations in Woodbury, MN, St. Paul, MN and Punta Gorda, FL. Click an image to read our team bios.
Ballast Advisors, LLC is a registered investment advisor under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about the firm, including its services, strategies, and fees can be found in our ADV Part 2, which is available without charge upon request. Ballast and its representatives are in compliance with the current registration and notice filing requirements imposed upon federally registered investment advisers by those states in which Ballast has clients. Ballast may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. This material is limited to the dissemination of general information regarding the Firm’s investment advisory services. Accordingly, nothing herein should be construed by any client or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment, tax or legal advice. Any subsequent direct communication from Ballast with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Ballast, please refer to the Investment Adviser Public Disclosure website, operated by the U.S. Securities and Exchange Commission, at www.adviserinfo.sec.gov, which contains the most recent versions of the Firm’s Form ADV disclosure documents.