Jeffrey Ballek (CRD# 2361063) is an Investment Advisor Representative working at The Ameriflex Group in Woodbury, MN and has over 30 years of experience in the finance industry.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 1506077
Abens Financial Services Inc.
CRD# 6049600
Abens Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic | Woodbury, MN | Jan 2024 - Current | < 1 |
| The Ameriflex Group | Las Vegas, NV | Jan 2024 - Current | < 1 |
| Keller Williams Integrity Realty | Roseville, MN | Jun 2021 - Current | 2 |
| Ballek Wealth Management LLC | Woodbury, MN | Mar 2020 - Current | 4 |
| Crown Capital Securities LP | Orange, CA | Jun 2020 - Jan 2024 | 3 |
| Coldwell Banker Burnet | Woodbury, MN | Apr 2017 - May 2021 | 4 |
| Bmo Harris Financial Advisors | Burnsville, MN | Jul 2018 - Oct 2019 | 1 |
| Crown Capital Securities, LP | Orange, CA | May 2017 - Jul 2018 | 1 |
| Lifesmart, LLC | Woodbury, MN | May 2017 - Jul 2018 | 1 |
| Various Insurance Carriers For W & R Insurance Agencies, Inc. | Woodbury, MN | Feb 2010 - Jul 2018 | 8 |
| Waddell & Reed, Inc. | Duluth, MN | Feb 2010 - May 2017 | 7 |
| Lifesmart, LLC | Las Vegas, NV | Sep 2006 - May 2017 | 10 |
| Real Estate Masters | Duluth, MN | Jul 2006 - Apr 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
-
Total Assets Under Management6,522MILLIONS
-
Total Number of Accounts16,327ACCOUNTS
-
Average Account Value$399,485
- 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
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.