Michael
Ball
Cross State Financial Group LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Ball is a financial advisor operating in Tempe, Arizona with 1 year of relevant experience. Ball is currently employed by Cross State Financial Group LLC. Their career trajectory has included roles 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. Ball holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona. Cross State Financial Group LLC is a firm operating out of Albuquerque, NM. The investment advisory business has offices in six locations and a total of nine advisors. It administers $117 million in assets between its 861 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 861 client accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in investable assets. Cross State Financial Group LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically depend on the services provided. However, fee types charged by Cross State Financial Group LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cross State Financial Group LLC Brokerage Details
$117,205,050
9
861
$136,127
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Ball Work History
Michael has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Cross State Financial Group LLC
Grand Haven, MI
Albuquerque, NM
Sparks, NV
Albuquerque, NM
Albuquerque, NM
Flagstaff, AZ
Albuquerque, NM
Albuquerque, NM
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
