Gregory
Carstensen
Ballast Capital Advisors, LLC
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About this Advisor
Gregory Carstensen is a financial advisor based in West Des Moines, Iowa, working with Ballast Capital Advisors, LLC. Gregory has previously held positions at American Equity Advisors, Inc and Ballast Capital Advisors, LLC. Gregory is registered to provide services in Iowa and Texas. Currently, Gregory is part of Ballast Capital Advisors, LLC, which operates out of West Des Moines, Iowa. The firm has 8 employees and manages assets totaling $297.3 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Ballast Capital Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Ballast Capital Advisors, LLC Brokerage Details
$297,272,625
8
155
$1,917,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gregory Carstensen Work History
Ballast Capital Advisors, LLC
American Equity Advisors, Inc
Disclosures
Please visit the SEC profile of Gregory Carstensen 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 Ballast Capital Advisors, LLC
New Hartford, NY
West Des Moines, IA
West Des Moines, IA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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