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Daniel Elser

Ballast Financial Advisors, LLC

West Chester, PA

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Current Employers
Ballast Financial Advisors, Llc

535 N. Church St. Suite 205, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-03-10
  • PA RA
    APPROVED
    Since 2020-03-10

Branch Locations

535 N. Church St. Suite 205, West Chester, PA 19380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student West Chester PA 09/2015 06/2019
Conewago Enterprise Inc. Hanover PA 05/2016 01/2018
Keystone State Insurance West Chester PA 05/2018 Present
Ballast Financial Advisors, Llc West Chester PA 08/2019 Present
Ameriprise Financial West Chester PA 02/2018 08/2019
  • 09/2015 → 06/2019
    Student
    West Chester, PA
  • 05/2016 → 01/2018
    Conewago Enterprise Inc.
    Hanover, PA
  • 05/2018 → Present
    Keystone State Insurance
    West Chester, PA
  • 08/2019 → Present
    Ballast Financial Advisors, Llc
    West Chester, PA
  • 02/2018 → 08/2019
    Ameriprise Financial
    West Chester, PA
Other Businesses

Insurance Sales; Not Investment Related; 770 E Market St, Suite 230 West Chester, PA 19382; Personal Home & Auto Insurance; Customer service/sales; may 2018; 80-90 Hrs/month; 70-80hrs/month during securities trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-19
  • S65 Uniform Investment Adviser Law Examination
    2019-12-19
Designations
Other Names
  • Daniel A Elser

View on SEC IAPD

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Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
TRUIST ADVISORY SERVICES, INC. · WEST CHESTER, PA
WELLS FARGO CLEARING SERVICES, LLC · WEST CHESTER, PA

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