Richard M. Juckel, CFP®, CRPC®

Tel: 651.478.4644
[email protected]
683 Bielenberg Drive, Suite 208
Woodbury, MN 55125-1715
ballastadvisors.com

Richard M. Juckel, CFP^®, CRPC^®

Vice President, Advice and Wealth Management | Wealth Advisor |CERTIFIED FINANCIAL PLANNER™

For over a decade, Richard has enjoyed helping individuals and small business owners throughout the country balance long-term financial goals and short-term wants and needs. At Ballast Advisors, Richard is responsible for overseeing the advice and wealth management operations and serves on the Investment Committee.

He is a current member of the Financial Planning Association and holds the designations of Certified Financial Planner (CFP^®) and Chartered Retirement Planning Counselor (CRPC^®). Richard is a proud graduate of the University of Minnesota – Twin Cities and an avid Golden Gopher sports fan. He and his wife Candi reside in Stillwater, MN with their two children, Ezra and Elouise.

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Contact Information

Ballast Advisors

Email: [email protected]

Fax Number: 651.200.3119

Locations

Ballast Advisors – Woodbury
683 Bielenberg Dr., Suite 208
Woodbury, MN 55125-1705
Tel: 651.478.4644

Ballast Advisors – Arden Hills
3820 Cleveland Ave. N, Ste. 500
Arden Hills, MN 55112-3298
Tel: 651.200.3100

“Ballast Advisors, LLC (“Ballast” or the “Firm”) is a federally registered investment adviser with offices in Minnesota and Florida. Registration does not imply a certain level of skill or training. 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, atwww.adviserinfo.sec.gov, which contains the most recent versions of the Firm’s Form ADV disclosure documents.

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