Profiel
Mr. Richard G.
Gerczak is a Managing Partner & Wealth Advisor at Ballast Advisors LLC.
He is a Founding Partner of Ballast Advisors.
He focuses his practice on helping clients invest soundly, minimize taxes, educate their children, retire comfortably and preserve their estates.
He also serves on the Executive and Investment Committees within the firm.
He began his professional career as an Accountant for a Fortune 500 company here in the Twin Cities.
Hr was previously employed as a Principal by Ameriprise Financial Services, Inc. He has also served in many leadership roles for the development and training of other Financial Advisors.
He has served on a few local non-profit boards, worked as a mentor for The Boys and Girls Club and served as a local school board member.
He graduated from the University of Wisconsin Madison with a degree in Business Administration and major in Accounting.
He is a member of the American Institute of Certified Public Accountants.
Actieve functies van Rich Gerczak
| Bedrijven | Functie | Begin |
|---|---|---|
Ballast Advisors LLC
 Ballast Advisors LLC Investment ManagersFinance Ballast Advisors LLC is a SEC-registered investment advisor headquartered in Woodbury, Minnesota. The firm was founded by Richard Gerczak in 2017 and is a subsidiary of Parnell & Associates, Inc. Ballast Advisors offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Oprichter | 01-01-2017 |
Eerdere bekende functies van Rich Gerczak
| Bedrijven | Functie | Einde |
|---|---|---|
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Corporate Officer/Principal | 01-02-2017 |
Opleiding van Rich Gerczak
| University of Wisconsin | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Finance |
Ballast Advisors LLC
Ballast Advisors LLC Investment ManagersFinance Ballast Advisors LLC is a SEC-registered investment advisor headquartered in Woodbury, Minnesota. The firm was founded by Richard Gerczak in 2017 and is a subsidiary of Parnell & Associates, Inc. Ballast Advisors offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
