Gregory Dale Balls
Investment adviser representative at Meeder Public Funds, Inc.
12 yearsExperience
9 statesRegistered in
CFADesignation
$70.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Meeder Public Funds, Inc.Dec 2023 to now
- Fhn Financial Main Street Advisors LLCJun 2014 to Dec 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 9 states (CA, HI, ID, NV, OH, OK, OR, UT, WA).
Meeder Public Funds, Inc.
$70.2BAssets managed
582Clients
17Advisers
36 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
- 5553911
- Firm CRD
- 106816