James
Baltzersen
Prospera Financial Services, Inc
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About this Advisor
James Baltzersen is a financial advisor based in Crown Point, Indiana, working with Prospera Financial Services, Inc. James has previously held positions at Cetera Advisor Networks LLC, Prospera Financial Services, and Summit Brokerage Services. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana, Montana, New Mexico, and Texas. Currently, James is part of Prospera Financial Services, Inc, which operates out of Crown Point, Indiana. The firm has 105 offices and 240 employees. The firm manages assets totaling $7.9 billion 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Prospera Financial Services, Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prospera Financial Services, Inc Brokerage Details
$7,913,077,866
240
20,915
$378,345
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Baltzersen Work History
Prospera Financial Servicces
Cetera Advisor Networks LLC
Summit Brokerage Services
Disclosures
Please visit the SEC profile of James Baltzersen 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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