Kimberly Ball

MICHAEL L. BALL, CPA

Atlanta, GA 30350

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CRD#: 7374419

Professional summary

Kimberly Ball, who also goes by Kimberly Palusiak, is a registered financial advisor currently at MICHAEL L. BALL, CPA, LLC located in Atlanta, Georgia.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kimberly has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimberly Palusiak

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 Kimberly Ball'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®

None

Experience

Current

August 18, 2021 - Present

MICHAEL L. BALL, CPA, LLC

Office #1: 400 Northridge Road Suite 350, Atlanta, GA 30350

RIA

CRD#: 126647

Atlanta, GA

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

Georgia
(8/18/2021)

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: 8/17/2021

Uniform Investment Adviser Law Examination

Current Firm

MICHAEL L. BALL, CPA, LLC

BALL WEALTH MANAGEMENT | MICHAEL L. BALL, CPA, LLC

CRD#: 126647 / SEC#:

Florida

Registered Investment Advisory firm - (8/31/2018 Approved)

Georgia

Registered Investment Advisory firm - (12/16/1999 Approved)

Louisiana

Registered Investment Advisory firm - (3/9/2016 Approved)

Texas

Registered Investment Advisory firm - (11/16/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

400 Northridge Road Suite 350, Atlanta, GA 30350

Mailing Address

Phone number

(404) 479-7890

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 80,296,432

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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Kimberly Ball

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Ball's CRS (Customer Relationship Summary).

Certified licenses

Experience

MICHAEL L. BALL, CPA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2021

Current Firm

MICHAEL L. BALL, CPA, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MICHAEL L. BALL, CPA, LLC

TRUST BUT VERIFY

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