Richard Juckel
Richard Juckel is a CFP-designated registered investment advisor at Ballast Advisors, LLC, based in Woodbury, MN, with 20 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, Ste 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 is an independent insurance agent with various insurance companies. He also serves as CFO for RC Burch, LLC, a hair salon owned by his spouse, dedicating a few hours per week to bookkeeping duties without compensation.
Employment History
Current Registrations
Ballast Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
RBC Dain Rauscher INC.Broker
RBC Dain Rauscher INC.
State Registrations2 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.