Mark Ballenger II
CRD Number: 2810252Current Firm: Certified Planning Services, LLC
Compensation Model: Fee Only
Mark Ballenger (CRD# 2810252) is an Investment Advisor Representative working at eWealth Consulting in Denver, CO and has over 20 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Certified Planning Services, LLC | Denver, CO | Oct 2017 - Current | 6 |
The Institute For Wealth Management, LLC | Denver, CO | Sep 2016 - Oct 2017 | 1 |
Ewealth Consulting, LLC | Denver, CO | Nov 2009 - Oct 2016 | 6 |
Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2009 - Feb 2016 | 6 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2009 - Feb 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1999 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- CO
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$477,760
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CO
Investment advisory services offered through eWealth Consulting LLC, a registered investment advisor.
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