Charles
Ballweg
Prosperity Financial Group, Inc
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About this Advisor
Charles Ballweg is a certified financial planner and chartered financial consultant based in San Ramon, California who has 15 years of industry experience. Ballweg is an employee of Prosperity Financial Group, Inc. During their career, Ballweg has held roles at Self Employed Insurance, Prosperity Financial Group, Inc, Financial Telesis, Inc, Fortune Financial Services and Prosperity Wealth Management, Inc. Ballweg has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Prosperity Financial Group, Inc is an advisory firm operating out of San Ramon, CA. The company has offices in two locations and a total of eight advisors. It oversees $213 million in assets under management between its 1,100 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 1,100 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets. Prosperity Financial Group, Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees billed by Prosperity Financial Group, Inc may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Financial Group, Inc Brokerage Details
$213,169,347
8
1,100
$193,790
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Ballweg Work History
Charles has been registered as a financial advisor for 15 years.*
Prosperity Wealth Management, Inc
Fortune Financial Services
Prosperity Financial Group, Inc
Self Employed Insurance
Financial Telesis, Inc
*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 Charles Ballweg 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 Prosperity Financial Group, Inc
San Francisco, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
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.
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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.
