Paul Parnell
Paul Parnell is a registered investment advisor at Ballast Advisors, LLC, based in Woodbury, MN, with 29 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 (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Paul owns several businesses including Parnell & Company, Inc., PLP Holding Co Inc., Parnell & Associates, and Ballast Tax and Business Services, LLC. He also serves as president of Commons Showroom 1 Association and is an independent insurance agent, dedicating minimal time to each activity.
Employment History
Current Registrations
Ballast Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.