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Gregory Dale Balls

Meeder Public Funds, INC.
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Meeder Public Funds, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
429 clients
Average Client Portfolio
$138.1M average
Assets Under Management
$59.3B

Fee Structure

Financial Planning:Investment management only

Location

6125 Memorial Drive, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Meeder Public Funds, INC.
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Fhn Financial Main Street Advisors, LLC
July 2014 - December 2023 · 9 yrs 5 mos
Contango Capital Advisors, INC.
June 2012 - June 2013 · 1 yr
State Registrations9 states
CAHIIDNVOHOKORUTWA
Advisor
Exams
No exam information available for this advisor.