Richard Wayne Balhoff

Current Employers

Employment History

• 10/2006 → 01/2022
  Triad Advisors, Inc,
  Norcross, GA
• 09/2016 → 01/2022
  Vision Capital Partners
  Northville, MI
• 01/2022 → 07/2025
  Retired
  Monclova, OH
• 07/2025 → Present
  Balhoff Wealth Advisors
  Toledo, OH
• 07/2025 → Present
  Osaic Wealth
  Scottsdale, AZ

Previous Registrations

• 2016-09-27 → 2021-12-31
  Vision Capital Partners
  Sylvania, OH
  Ann Arbor, MI
• 2006-11-01 → 2016-11-04
  Triad Advisors Llc
  Atlanta, GA
  Sylvania, OH
• 2007-05-01 → 2014-12-18
  Rvr Wealth Advisors, Llc
  Sylvania, OH
• 2004-05-06 → 2006-11-01
  Cetera Advisors Llc
  Toledo, OH
• 2002-01-02 → 2004-06-15
  Eagle Strategies Llc
  Toledo, OH

Other Businesses

BALHOFF WEALTH ADVISORS POSITION: President/Owner NATURE: This is a DBA to receive 3rd party fees. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 07/05/2025 ADDRESS: 3230 Central Park W Ste 208 Toledo OH 43617-1019 DESCRIPTION: Registered investment advisor for clients in a 3rd party managed platform CROSSCREEK WOODS HOA POSITION: Vice President NATURE: Home owner's association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2024 ADDRESS: PO Box 5, Monclova OH 43542, United States DESCRIPTION: Review neighborhood issues and approve changes to neighborhood. Approve budget and monitor expenses

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-21

Designations

Other Names

• Dick Balhoff