A complete list of active advisors currently associated with Balanced Investment Advisors, LLC
Warmer can help you find a great advisor at Balanced Investment Advisors, LLC or one who fits your needs even better.
Balanced Investment Advisors, LLC serves primarily individual clients, including high‑net‑worth households, and provides discretionary asset management, financial planning, and retirement-plan services. The firm also offers variable annuity sub-account management and one‑time or ongoing planning engagements. BIA generally manages accounts on a discretionary basis, tailoring portfolios to clients’ stated goals, time horizons, and risk tolerances and using fundamental analysis alongside diversified holdings such as equities, fixed income, mutual funds and ETFs. Accounts are monitored and reviewed regularly, householded for billing and rebalancing, and the firm supplements advice with educational resources for clients. Distinctive features disclosed in the firm brochure include a prior FINRA enforcement matter involving a supervised person and an affiliated insurance business through which personnel may recommend insurance products and receive commissions; both are explicitly disclosed as potential conflicts of interest. The combination of ERISA 3(21)/3(38) plan services, direct management of variable annuity sub‑accounts, and the practice of holding public seminars or workshops further differentiates the firm from many peers of similar size.
To learn more about the advisors currently working at Balanced Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cedar Rapids,, IA
| 19
| |
Cedar Rapids,, IA
| 39
|
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