Shana Lesch Ballard
Investment adviser representative at Mission Creek Capital Partners, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$741.6MFirm 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Mission Creek Capital Partners, Inc.Apr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2021 to Apr 2025
- UnemployedAug 2020 to Apr 2021
- Brio Financial GroupJun 2020 to Aug 2020
- UnemployedJan 2020 to Jun 2020
- Ep Wealth AdvisorsAug 2019 to Dec 2019
- Personal Financial Consultants, Inc.Apr 2018 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2010 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mission Creek Capital Partners, Inc.
$741.6MAssets managed
524Clients
9Advisers
8 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
- 5195706
- Firm CRD
- 151514