Michael
Ball
Cross State Financial Group LLC
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About this Advisor
Michael Ball is a financial advisor based in Tempe, Arizona, working with Cross State Financial Group LLC. Michael has previously held positions at Ball Financial Group, LLC, United Planners Financial Services, A To Z Stamps, LLC, National Stamp Dealers Association, Ball Financial Group, LLC, and Cross State Financial Group, LLC. Michael has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Michael is part of Cross State Financial Group LLC, which operates out of Tempe, Arizona. The firm has 7 offices and 9 employees. The firm manages assets totaling $145.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Cross State Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cross State Financial Group LLC Brokerage Details
$145,456,346
9
1,060
$137,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Ball Work History
Cross State Financial Group, LLC
Ball Financial Group, LLC
A To Z Stamps, LLC
Ball Financial Group ,LLC
Ball Financial Group, LLC
National Stamp Dealers Association
United Planners Financial Services
Disclosures
Please visit the SEC profile of Michael Ball to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
