Gregory D. Balls

MEEDER PUBLIC FUNDS

LAS VEGAS, NV 89144

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CRD#: 5553911

Professional summary

Gregory Dale Balls, CFA is a registered financial advisor currently at MEEDER PUBLIC FUNDS, INC. located in Las Vegas, Nevada.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Gregory has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Dale Balls's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

December 15, 2023 - Present

MEEDER PUBLIC FUNDS, INC.

Office #1: 10655 Park Run Drive Suite 120, Las Vegas, NV 89144

RIA

CRD#: 106816

LAS VEGAS, NV

Past

July 9, 2014 - December 15, 2023

FHN FINANCIAL MAIN STREET ADVISORS, LLC

RIA

CRD#: 133719

LAS VEGAS, NV

Past

June 21, 2012 - June 3, 2013

ZIONS CAPITAL ADVISORS, INC.

RIA

CRD#: 131308

SALT LAKE CITY, UT

Past

December 11, 2008 - June 3, 2013

ZIONS DIRECT, INC.

CRD#: 17776

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA

Registered Investment Advisory firm - (8/6/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/15/2023)

IAR

Hawaii
(12/18/2024)

IAR

Idaho
(12/18/2024)

IAR

Nevada
(12/19/2023)

IAR

Ohio
(12/16/2023)

IAR

Oklahoma
(5/20/2024)

IAR

Oregon
(12/18/2024)

IAR

Utah
(12/18/2023)

IAR

Washington
(12/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/20/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/7/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/10/2008

General Securities Representative Examination

Current Firm

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA

Registered Investment Advisory firm - (8/6/1990 Approved)

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Contact information

Main Address

6125 Memorial Drive, Dublin, OH 43017

Mailing Address

P.o. Box 7177, Dublin, OH 43017

Phone number

(866) 633-3371

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MEEDER PUBLIC FUNDS, INC. - 2025 BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	781
AUM (Assets Under Management)	$ 59,252,706,118

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2024	Cover Page	Report
10/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gregory D. Balls

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Dale Balls's CRS (Customer Relationship Summary).

Certified licenses

Experience

FHN FINANCIAL MAIN STREET ADVISORS, LLC

ZIONS CAPITAL ADVISORS, INC.

ZIONS DIRECT, INC.

Primary Firm SEC Registration

MEEDER PUBLIC FUNDS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2012

Series 63

Date: 1/7/2009

Series 7

Date: 12/10/2008

Current Firm

MEEDER PUBLIC FUNDS, INC.

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MEEDER PUBLIC FUNDS, INC.

TRUST BUT VERIFY

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