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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Comprehensive Asset Management & Servicing, Inc. 3 years, 11 months Jun 2014 - Present
Comprehensive Asset Management & Servicing, Inc.Parsippany, Nj 3 years, 11 months Jun 2014 - Present
Boardman Wealth Planning Inc. 4 years, 7 months Oct 2013 - Present
Kentucky Seal Coat, Inc. 3 months May 2012 - Aug 2012
University of Ky Dept of New Student and Parent Programs 1 year, 1 month Nov 2010 - Dec 2011
University of Ky Dept of New Student and Parent Programs 1 year, 1 month Nov 2010 - Dec 2011
Elizabethtown Commuity & Technical College 3 months May 2010 - Aug 2010
University of Ky Dept of Chemistry 9 months Aug 2009 - May 2010
University of Ky 5 years, 9 months Aug 2008 - May 2014
Mcmahan Powder Company 2 years, 3 months May 2007 - Aug 2009
Elizabethtown Area Baseball Commission 4 years, 3 months May 2004 - Aug 2008

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Cameron Hamilton

It Takes Luck to Stand Out
Published 2016-11-22 11:47:49
Lessons from Ailing Pension Plans
Published 2016-10-27 07:49:10
Is Now the Time to Refinance?
Published 2016-10-27 07:54:35
Are Stock Buybacks Good or Bad?
Published 2016-10-27 07:47:39
Why Losing Hurts So Bad
Published 2016-10-27 07:43:45
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 9, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 9, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Ballast, Inc.

    Last updated on July 27, 2017
      • $191.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 918
        Accounts
      • $208.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Other