TrueAdvisor
TrueAdvisor
JH
CFP
JH
CFP

James Stephen Heimler

Ballast Advisors, LLC
6 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management
Ballast Advisors, LLC
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

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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Employment History
Current Registrations
Ballast Advisors, LLC
February 2025 - Present · 1 yr
Previous Registrations
Gradient Advisors, LLC
May 2017 - May 2023 · 6 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.