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CFP
RJ
CFP

Richard Juckel

Ballast Advisors, LLC
20 Years of Experience
Woodbury, MN
May Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 831 clients with $670M in assets under management.

Ballast Advisors, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
831 clients
Average Client Portfolio
$812K average
Assets Under Management
$674.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee generally ranges from 50 to 200 basis points (0.50% to 2.00%), varying based on portfolio size, composition, investment strategy, and services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

683 Bielenberg Drive, Ste 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 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
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
April 2010 - February 2017 · 6 yrs 10 mos
Ameriprise Financial Services, INC.Broker
September 2006 - February 2017 · 10 yrs 5 mos
RBC Dain Rauscher INC.Broker
October 2005 - September 2006 · 11 mos
RBC Dain Rauscher INC.
October 2005 - September 2006 · 11 mos
State Registrations2 states
MNTX
Advisor

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.

Exams
No exam information available for this advisor.
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Richard Juckel - Financial Advisor | TrueAdvisor