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Richard Gerard Gerczak

Principal, Wealth Advisor, & Chief Compliance OfficerBallast Advisors, LLCCRD 2489405

About Richard Gerard Gerczak

Richard Gerard Gerczak is listed as Principal, Wealth Advisor, & Chief Compliance Officer at Ballast Advisors, LLC in Woodbury, MN. Form ADV reports a beneficial ownership band of Under 5%. Richard Gerard Gerczak is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Ballast Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard Gerard Gerczak work?

Richard Gerard Gerczak is listed as Principal, Wealth Advisor, & Chief Compliance Officer at Ballast Advisors, LLC on SEC Form ADV.

How much of Ballast Advisors, LLC does Richard Gerard Gerczak own?

Form ADV reports a beneficial ownership band of Under 5%.

Ballast Advisors, LLC

TitlePrincipal, Wealth Advisor, & Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2017

Ballast Advisors, LLC

TitlePrincipal And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2018