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Michael S Ball, Financial Advisor serving the Walnut Creek, CA area - Ameriprise Advisors

Michael S Ball

Financial Advisor

Lenfest & Associates
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 7 reviews
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EMAIL
PHONE
Ext. 2
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • B.S. in Physics Capital University 1966
  • M.S. in Systems Management University of Southern California 1976

Awards & recognition

  • Five Star Wealth Manager, 2012-2014, 2016-2018
  • Lenfest & Associates, Ameriprise Client Experience Award, 2022

Previous experience

  • United State Air Force/Colonel, 1967-1997
  • Real Estate Sales, Cushman Wakefield, 1979-1996

Community participation

Walnut Creek Sunrise Rotary

Saint Matthew Lutheran Church

Military Officers Association of America (MOAA)

Interests

My wife, adult children and four grandchildren

Sailing in both monohulls and catamarans

Traveling with family and friends

Community Service

49 er Football and San Jose Sharks Hockey fan

Connect with us

Michael S Ball may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0B90149

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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