Richard Gerard Gerczak
Investment adviser representative at Ballast Advisors, LLC
32 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$674.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Ballast Advisors, LLCFeb 2017 to now
- Ameriprise Financial Services, Inc.Aug 1994 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Ballast Advisors, LLC
$674.5MAssets managed
831Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2489405
- Firm CRD
- 285991