Richard Gerczak
Richard Gerczak is a CFP-designated registered investment advisor at Ballast Advisors, LLC, based in Woodbury, MN, with 31 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 803 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballast Advisors offers investment management and wealth management services for an annual fee based on the amount of assets managed and the complexity of the services. This fee generally varies between 0.50% and 2.00%. The annual fee is calculated monthly, in advance, based on the market value of the assets being managed.
Location
683 Bielenberg Drive, Suite 208, Woodbury, MN, 55125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard owns commercial real estate and is the Vice President of Plot Squatters, a real estate business, dedicating minimal time to it. Richard is also an independent insurance agent with various insurance companies.
Employment History
Current Registrations
Ballast Advisors, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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