Trent Turner Lakes
Investment adviser representative at Ballast, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$751.5MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ballast, Inc.Oct 2022 to now
- UnemployedMay 2022 to Oct 2022
- University of KentuckyJun 2018 to May 2022
- Madison Central High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KY).
Ballast, Inc.
$751.5MAssets managed
476Clients
8Advisers
12 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
- 7661157
- Firm CRD
- 152695