Mary Louise Ballin
Investment adviser representative at Perigon Wealth Management, LLC
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.3BFirm assets
Are you Mary Louise Ballin? Claim your profile
Contact this firm
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
- Pension consulting
Experience
23 years in the industry.
- Perigon Wealth Management, LLCMay 2020 to now
- Perigon Wealth Mangement, LLCMay 2020 to now
- Private OceanOct 2018 to May 2020
- Mosaic Financial Partners, Inc.Sep 2003 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Perigon Wealth Management, LLC
$11.3BAssets managed
5,664Clients
92Advisers
22 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
- 2978336
- Firm CRD
- 131037