Ballast Advisors Information
Contact top employees from
Ballast Advisors
Summary
Ballast Advisors is a fee-based financial planning firm that focuses on helping our clients achieve their financial and retirement goals. We have offices in Woodbury, MN and St Paul, MN.
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Organization Website | ballastadvisors.com |
Social Links |    |
Phone Number | 651.478.4644 |
Industries | |
Headquarters Location | 683 Bielenberg Dr., Suite 208, Woodbury, MN, 55125 US |
Employees Size | 10-50 employees |
Specialties | financial planning, retirement planning, wealth advising, investment management, Executive Compensation |
Founded | 2017 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1998 | - | 10-50 | < 1M | $0 | |
| - | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Ballast Advisors shows a diverse range of experience levels:
11% have been with the company for less than 1 year11% for 1–2 years22% for 3–4 years33% for 5–7 years11% for 8–10 years11% have over 11 years of service at Ballast AdvisorsEx-employees positions
In Company
In New Company
Contact top employees from
Ballast Advisors
James Heimler
Financial Planning Specialist
Richard Gerczak
Private Wealth Advisor
Paul Parnell
Managing Partner, Financial Advisor
Miranda Jamison
Administrative Assistant
Andrea Nease
Director of Operations
Walker Haessig
Financial Planning Specialist I
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FAQ
Ballast Advisors operates in the Finance industries. More details can be found on the official website: ballastadvisors.com.
The headquarters of Ballast Advisors are located in Woodbury, United States.
You can contact Ballast Advisors by phone at 651.478.4644.
Ballast Advisors currently employs 10-50 people.
Well-known competitors of Ballast Advisors include Shoreline Wealth Advisors and Summit Investment Advisors.
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