Patrick Joseph Freund

Employer firm

Ballast Capital Advisors, LLC CRD 282369

$329M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → Present
  Ballast Capital Advisors, Llc
  West Des Moines, IA
• 10/2009 → 03/2017
  American Equity Investment
  West Des Moines, IA

Other Businesses

Spire Capital, LLC, 602 NE Westgate Drive, Waukee, Iowa 50263, private investment holdings, Member-Manager since 12/2012 to present, 0 hours per month as currently dormant with no investments.

Designations

• Chartered Financial Analyst

Other Names

• Pat Freund
• Patrick Freund