National Retirement Planning Experts

National Coverage
Local Professionals

BALLAST CAPITAL ADVISORS, LLC

1200 Office Plaza Drive
West Des Moines, Iowa 50266
Tel: 844-331-4662

Need a Financial Advisor?
Compare Vetted Advisors

About BALLAST CAPITAL ADVISORS, LLC

BALLAST CAPITAL ADVISORS, LLC, formally registered with the SEC as BALLAST CAPITAL ADVISORS, LLC. The firm was established in 04/16/2021. They have over 1 offices throughout the country.

BALLAST CAPITAL ADVISORS, LLC is a West Des Moines, Iowa based Financial Planning firm with nearly $297,272,625 assets under management, offering retirement planning & investment advisory services to 155 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282369
SEC#801-120829
Assets Managed by Firm$297,272,625
No. of Clients155
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total155$297,272,625
High net worth individuals58$297,272,625

More Retirement Planning firms in West Des Moines, Iowa:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PRINCIPAL ASSET MANAGEMENT
801 Grand Ave
Des Moines, IA, 50392-0001
$377,222,976,88268241955
PRINCIPAL REAL ESTATE
801 Grand Ave
Des Moines, IA, 50392-0001
$93,913,367,327643645
AEGON ASSET MANAGEMENT US
6300 C Street Sw
Cedar Rapids, IA, 52499-5338
$88,549,358,554213258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
1776 Pleasant Plain Rd.
Fairfield, IA, 52556-8757
$87,368,733,4964485263312
TRANSAMERICA RETIREMENT ADVISORS, LLC
6400 C Street Sw
Cedar Rapids, IA, 52499
$16,157,423,229212836383

Explore More Retirement Advisors in West Des Moines, Iowa