Michael Anthony Ball
Investment adviser representative at Cross State Financial Group LLC
36 yearsExperience
1 stateRegistered in
$188.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Cross State Financial Group, LLCApr 2022 to now
- A To Z Stamps, LLCJun 2005 to now
- Ball Financial Group, LLCJun 1990 to now
- National Stamp Dealers AssociationNov 2006 to Apr 2019
- United Planners Financial ServicesDec 2000 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cross State Financial Group LLC
$188.3MAssets managed
406Clients
9Advisers
6 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
- 2500989
- Firm CRD
- 282011