Michael Anthony Ball

Cross State Financial Group LLC

31 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning

Cross State Financial Group LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

432 clients

Average Client Portfolio

$386K average

Assets Under Management

$166.8M

Fee Structure

Minimum Investment:$50K

Location

430 E. Southern Ave., Tempe, AZ, 85282

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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.

Other Business ActivitiesSells Insurance

Michael is an agent with Ball Financial Group since 1990, involved in insurance sales and service, and also sells non-variable insurance. He is also a trustee for the Michael and Cecilia Ball Trust and president of Ball Financial Group, LLC focusing on estate planning, and a member of A to Z Stamps, LLC.