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Rich Gerczak active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Founder | 31/12/2016 | - |
Investment Committee Member | 31/12/2016 | - | |
Portfolio Manager-Equities | 31/12/2016 | - |
Career history of Rich Gerczak
Former positions of Rich Gerczak
Companies | Position | Start | End |
---|---|---|---|
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 | 31/07/1994 | 31/01/2017 |
Training of Rich Gerczak
University of Wisconsin | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Founder | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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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 |
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 |
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