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Kendra Renae Ballard

Ellevest

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About Kendra Renae Ballard

Kendra Ballard is an investment advisor representative with Ellevest. Kendra has been in the industry for over 13 years and has experience with a variety of financial services firms. Kendra has held various roles including Financial Advisor, Relationship Manager, and Investment Advisor Representative. Kendra holds the Series 7, 9, 10, 63, and 66 securities licenses and is also a Certified Financial Planner. Kendra is an active member of the Telluride Foundation and is passionate about helping her clients achieve their financial goals.

Firm Information

Kendra Ballard is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning workshops; 1:1 consulting

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Kendra Ballard’s Registration & Firm History

NY

08/07/2024 - Present

Ellevest (NEW YORK NY)

CO

06/10/2015 - 06/23/2022

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

CO

02/05/2009 - 11/11/2013

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 08/01/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/04/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kendra Renae Ballard.
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