Gregory George Carstensen
Investment adviser representative at Ballast Capital Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$328.7MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Ballast Capital Advisors, LLCApr 2016 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Ballast Capital Advisors, LLC
Legal name: Ballast Capital Advisors LLC
$328.7MAssets managed
42Clients
3Advisers
5 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
- 5901323
- Firm CRD
- 282369