BALLAST ADVISORS, LLC

683 Bielenberg Drive
Suite 208
Woodbury, Minnesota 55125
Tel: (651) 478-4644

About BALLAST ADVISORS, LLC

BALLAST ADVISORS, LLC, formally registered with the SEC as BALLAST ADVISORS, LLC. The firm was established in 01/19/2017. They have over 3 offices throughout the country.

BALLAST ADVISORS, LLC is a Woodbury, Minnesota based Financial Planning firm with nearly $512,459,314 assets under management, offering retirement planning & investment advisory services to 2466 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285991
SEC#	801-108984
Assets Managed by Firm	$512,459,314
No. of Clients	2466
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2466	$512,459,314
Individuals (other than high net worth individuals)	679	$259,922,822
High net worth individuals	131	$250,701,942
Pension and profit sharing plans	Fewer than 5 clients	$1,290,902
Charitable organizations	Fewer than 5 clients	$426,744
Corporations or other businesses	Fewer than 5 clients	$116,904

More Retirement Planning firms in Woodbury, Minnesota:

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AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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