Roger Scott Balser
Chief Executive Officer at Balser Wealth Management LLC
Roger Scott Balser active positions
| Companies | Position | Start | End |
|---|---|---|---|
Balser Wealth Management LLC
 Balser Wealth Management LLC Investment ManagersFinance Balser Wealth Management LLC is an independent, SEC-registered investment advisor headquartered in Avon, Ohio. The firm was founded by Roger S. Balser in 2005 and provides fee-based investment advisory services for retail stock market investors and company retirement plan participants. | Chief Executive Officer | 31/12/2004 | - |
| Chief Investment Officer | 01/09/2009 | - | |
| Compliance Officer | 31/12/2004 | - | |
| Founder | 31/12/2004 | - | |
| President | 31/12/2004 | - |
Career history of Roger Scott Balser
Former positions of Roger Scott Balser
| Companies | Position | Start | End |
|---|---|---|---|
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Corporate Officer/Principal | 30/12/2004 | 30/12/2004 |
| Smith Barney & Co., Inc. | Consultant / Advisor | 30/12/1999 | 30/12/1999 |
| E. F. Hutton & Co. | Corporate Officer/Principal | 30/12/1988 | 30/12/1988 |
Community West Foundation
 Community West Foundation Investment Trusts/Mutual FundsMiscellaneous Community West Foundation supports organizations that provides the basic needs of food, clothing, shelter, and medical care to the most needy in and around Western Cuyahoga County, Ohio. The company is headquartered in Westlake, OH. | Corporate Officer/Principal | 01/09/2009 | - |
Training of Roger Scott Balser
| University of Pittsburgh | Graduate Degree |
| Baldwin-Wallace College | Undergraduate Degree |
Statistics
International
| United States | 8 |
Operational
| Corporate Officer/Principal | 3 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
| Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Balser Wealth Management LLC
Balser Wealth Management LLC Investment ManagersFinance Balser Wealth Management LLC is an independent, SEC-registered investment advisor headquartered in Avon, Ohio. The firm was founded by Roger S. Balser in 2005 and provides fee-based investment advisory services for retail stock market investors and company retirement plan participants. | Finance |
Community West Foundation
Community West Foundation Investment Trusts/Mutual FundsMiscellaneous Community West Foundation supports organizations that provides the basic needs of food, clothing, shelter, and medical care to the most needy in and around Western Cuyahoga County, Ohio. The company is headquartered in Westlake, OH. | Miscellaneous |
| E. F. Hutton & Co. | Finance |
| Smith Barney & Co., Inc. | Finance |
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
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