RG
CFP
RG
CFP

Richard Gerard Gerczak

31 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
803 clients
Average Client Portfolio
$732K average
Assets Under Management
$587.6M

Fee Structure

Minimum Investment:None
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Location

683 Bielenberg Drive, Suite 208, Woodbury, MN, 55125

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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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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
February 2017 - Present · 9 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
April 1999 - July 2006 · 7 yrs 3 mos
Ameriprise Financial Services, INC.
April 1995 - February 2017 · 21 yrs 10 mos
Ameriprise Financial Services, INC.Broker
August 1994 - February 2017 · 22 yrs 6 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.