Richard Gerczak, financial advisor Woodbury MN

Richard Gerczak

CRD Number: 2489405
Current Firm: Ballast Advisors, LLC

Richard Gerczak (CRD# 2489405) is a Financial Advisor working at Ballast Advisors in Arden Hills, MN, and has over 23 years of experience in the finance industry. Richard Gerczak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ballast Advisors, LLC St. Paul, MN Feb 2017 - Current 7
Ameriprise Financial Services, Inc. Arden Hills, MN Apr 1995 - Feb 2017 21
Ameriprise Financial Services, Inc. Arden Hills, MN Aug 1994 - Feb 2017 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
Contact Info for Richard G. Gerczak
By the Numbers
  • Total Assets Under Management
    512
    MILLIONS
  • Total Number of Accounts
    2,466
    ACCOUNTS
  • Average Account Value
    $207,810
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, GA, IA, IL, LA, MA, MI, MN, NC, NE, NH, NJ, NY, OR, PA, TN, TX, VA, WA, WI

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