Roger Scott Balser
Chief Executive Officer at Balser Wealth Management LLC
Profile
Roger Scott Balser is the founder of Balser Wealth Management LLC, which was founded in 2005.
He worked as an Investment Consultant at McDonald Investments, Inc. from 2000 to 2004, as a Financial Consultant at E.
F.
Hutton & Co. from 1986 to 1988, and as a Consultant at Smith Barney & Co., Inc. from 1991 to 1999.
He also served as a Principal at Community West Foundation.
Mr. Balser received his graduate degree from the University of Pittsburgh in 2004 and his undergraduate degree from Baldwin-Wallace College in 1985.
Roger Scott Balser active positions
| Companies | Position | Start |
|---|---|---|
Balser Wealth Management LLC
 Balser Wealth Management LLC Investment ManagersFinance Balser Wealth Management LLC is an independent, SEC-registered investment advisor headquartered in Avon, Ohio. The firm was founded by Roger S. Balser in 2005 and provides fee-based investment advisory services for retail stock market investors and company retirement plan participants. | Chief Executive Officer | 01/01/2005 |
Former positions of Roger Scott Balser
| Companies | Position | End |
|---|---|---|
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Corporate Officer/Principal | 31/12/2004 |
| Smith Barney & Co., Inc. | Consultant / Advisor | 31/12/1999 |
| E. F. Hutton & Co. | Corporate Officer/Principal | 31/12/1988 |
Community West Foundation
 Community West Foundation Investment Trusts/Mutual FundsMiscellaneous Community West Foundation supports organizations that provides the basic needs of food, clothing, shelter, and medical care to the most needy in and around Western Cuyahoga County, Ohio. The company is headquartered in Westlake, OH. | Corporate Officer/Principal | - |
Training of Roger Scott Balser
| University of Pittsburgh | Graduate Degree |
| Baldwin-Wallace College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
| E. F. Hutton & Co. | Finance |
| Smith Barney & Co., Inc. | Finance |
Community West Foundation
Community West Foundation Investment Trusts/Mutual FundsMiscellaneous Community West Foundation supports organizations that provides the basic needs of food, clothing, shelter, and medical care to the most needy in and around Western Cuyahoga County, Ohio. The company is headquartered in Westlake, OH. | Miscellaneous |
Balser Wealth Management LLC
Balser Wealth Management LLC Investment ManagersFinance Balser Wealth Management LLC is an independent, SEC-registered investment advisor headquartered in Avon, Ohio. The firm was founded by Roger S. Balser in 2005 and provides fee-based investment advisory services for retail stock market investors and company retirement plan participants. | Finance |
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