RIA Intelligence

BALANCE SHEET SOLUTIONS LLC

CRD #124786 SEC #801-63345 NAPERVILLE, IL 630-276-2846
SEC Registered
Total AUM
$908.5M
Discretionary
$0
Employees
28
Clients
--
Accounts
22

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 7, 2019
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADAMS, TODD, MICHAELIPRESIDENTNA Control
ADAMS, TODD, MICHAELIPRESIDENTNA Control
ALMEIDA, JOHN JOSEPHISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
ALMEIDA, JOHN JOSEPHISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
ALMEIDA, JOHN JOSEPHISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
ALMEIDA, JOHN JOSEPHISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
ALMEIDA, JOHN JOSEPHISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
ALMEIDA, JOHN JOSEPHISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
CHIAPPETTA, KEVIN PAULIEXECUTIVE DIRECTOR, FINANCIAL STRATEGIESNA Control
CHIAPPETTA, KEVIN PAULIEXECUTIVE DIRECTOR, FINANCIAL STRATEGIESNA Control
CHIAPPETTA, KEVIN PAULIEXECUTIVE DIRECTOR, FINANCIAL STRATEGIESNA Control
CHIAPPETTA, KEVIN PAULIEXECUTIVE DIRECTOR, FINANCIAL STRATEGIESNA Control
CHIAPPETTA, KEVIN PAULIEXECUTIVE DIRECTOR, FINANCIAL STRATEGIESNA Control
CHIAPPETTA, KEVIN PAULIEXECUTIVE DIRECTOR, FINANCIAL STRATEGIESNA Control
CHIAPPETTA, KEVIN, PAULIEXECUTIVE DIRECTOR, FINANCIAL STRATEGIESNA Control
CHIAPPETTA, KEVIN, PAULIEXECUTIVE DIRECTOR, FINANCIAL STRATEGIESNA Control
CHIAPPETTA, KEVIN, PAULIEXECUTIVE DIRECTOR, FINANCIAL STRATEGIESNA Control
CHIAPPETTA, KEVIN, PAULIEXECUTIVE DIRECTOR, FINANCIAL STRATEGIESNA Control
EISCHEN, TIMOTHY PAULIOPERATIONS PRINCIPALNA Control
EISCHEN, TIMOTHY PAULIOPERATIONS PRINCIPALNA Control
EISCHEN, TIMOTHY PAULIOPERATIONS PRINCIPALNA Control
EISCHEN, TIMOTHY PAULIOPERATIONS PRINCIPALNA Control
EISCHEN, TIMOTHY PAULIOPERATIONS PRINCIPALNA Control
EISCHEN, TIMOTHY PAULIOPERATIONS PRINCIPALNA Control
EISCHEN, TIMOTHY PAULIOPERATIONS PRINCIPALNA Control
EISCHEN, TIMOTHY PAULIOPERATIONS PRINCIPALNA Control
EISCHEN, TIMOTHY PAULIOPERATIONS PRINCIPALNA Control
EISCHEN, TIMOTHY PAULIOPERATIONS PRINCIPALNA Control
FAGO, DARREN, DANIELIAVP - ADVISORY SERVICESNA Control
FAGO, DARREN, DANIELIAVP - ADVISORY SERVICESNA Control
FAGO, DARREN, DANIELIVP - ADVISORY SERVICES, CHIEF COMPLIANCE OFFICERNA Control
FAGO, DARREN, DANIELIVP - ADVISORY SERVICES, CHIEF COMPLIANCE OFFICERNA Control
FAGO, DARREN, DANIELIVP - ADVISORY SERVICES, CHIEF COMPLIANCE OFFICERNA Control
FAGO, DARREN, DANIELIVP - ADVISORY SERVICES, CHIEF COMPLIANCE OFFICERNA Control
FAGO, DARREN, DANIELIAVP - ADVISORY SERVICESNA Control
FAGO, DARREN, DANIELIVP - ADVISORY SERVICES, CHIEF COMPLIANCE OFFICERNA Control
FAGO, DARREN, DANIELIVP - ADVISORY SERVICES, CHIEF COMPLIANCE OFFICERNA Control
HARMON, LARRY DALEICOMPLIANCE OFFICERNA Control
HARMON, LARRY DALEICOMPLIANCE OFFICERNA Control
HARMON, LARRY DALEICOMPLIANCE OFFICERNA Control
HARMON, LARRY DALEICOMPLIANCE OFFICERNA Control
HARMON, LARRY DALEICOMPLIANCE OFFICERNA Control
HARMON, LARRY DALEICOMPLIANCE OFFICERNA Control
HARMON, LARRY DALEICOMPLIANCE OFFICERNA Control
HARMON, LARRY DALEICOMPLIANCE OFFICERNA Control
HARMON, LARRY DALEICOMPLIANCE OFFICERNA Control
HARMON, LARRY DALEICOMPLIANCE OFFICERNA Control
KOHL, ANDREW, ROBERTISVP, DIRECTOR - ADVISORY SERVICESNA Control
KOHL, ANDREW, ROBERTISVP, DIRECTOR - ADVISORY SERVICES & CHIEF COMPLIANCE OFFICERNA Control
KOHL, ANDREW, ROBERTISVP, DIRECTOR - ADVISORY SERVICES & CHIEF COMPLIANCE OFFICERNA Control
KOHL, ANDREW, ROBERTISVP, DIRECTOR - ADVISORY SERVICESNA Control
KOHL, ANDREW, ROBERTISVP, DIRECTOR - ADVISORY SERVICESNA Control
KOHL, ANDREW, ROBERTISVP, DIRECTOR - ADVISORY SERVICES & CHIEF COMPLIANCE OFFICERNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR MANAGING DIRECTOR INVESTMENT SERVICESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR MANAGING DIRECTOR INVESTMENT SERVICESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR MANAGING DIRECTOR INVESTMENT SERVICESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MCINTYRE, DANIEL LAWRENCEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
MOORE, THOMAS GERARDIPRESIDENT/CEO/OPERATING PRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
MOORE, THOMAS GERARDIPRESIDENT/CEO/OPERATING PRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
MOORE, THOMAS GERARDIPRESIDENT/CEO/OPERATING PRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
MOORE, THOMAS GERARDIPRESIDENT/CEO/OPERATING PRINCIPALNA Control
MOORE, THOMAS GERARDIPRESIDENT/CEO/OPERATING PRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
MOORE, THOMAS GERARDIPRESIDENT/CEO/OPERATING PRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
MOORE, THOMAS GERARDIPRESIDENT/CEO/OPERATING PRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
MOORE, THOMAS GERARDIPRESIDENT/CEO/OPERATING PRINCIPAL/COMPLIANCE OFFICERNA Control
SALAZAR, BARTIEXECUTIVE DIRECTOR, ADVISORY SERVICESNA Control
SALAZAR, BARTHOLOMEWIEXECUTIVE DIRECTOR, ADVISORY SERVICESNA Control
SALAZAR, BARTHOLOMEWIEXECUTIVE DIRECTOR, ADVISORY SERVICESNA Control
SALAZAR, BARTHOLOMEWIEXECUTIVE DIRECTOR, ADVISORY SERVICESNA Control
SCHAFFER, LONNIE BENJAMINISENIOR DIRECTOR - FINANCIAL PRODUCT SALESNA Control
SCHAFFER, LONNIE BENJAMINISENIOR DIRECTOR - FINANCIAL PRODUCT SALESNA Control
SCHAFFER, LONNIE BENJAMINISENIOR DIRECTOR - FINANCIAL PRODUCT SALESNA Control
SCHIEFFER, MARK, ALLENIPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
SCHIEFFER, MARK, ALLENIPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
SCHIEFFER, MARK, ALLENIPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
SCHIEFFER, MARK, ALLENIPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
SCHIEFFER, MARK, ALLENIPRESIDENTNA Control
SCHIEFFER, MARK, ALLENIPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
SMITH, ERIC ALLENIFINANCIAL AND OPERATIONS PRINCIPALNA Control
Stevenson, Kurt, RichardIPRESIDENTNA Control
THOMAS, MICHAEL EIEXECUTIVE DIRECTOR, FINANCIAL PRODUCT SALESNA Control
THOMAS, MICHAEL EIEXECUTIVE DIRECTOR, FINANCIAL PRODUCT SALESNA Control
THOMAS, MICHAEL EIEXECUTIVE DIRECTOR, FINANCIAL PRODUCT SALES/CHIEF COMPLIANCE OFFICERNA Control
THOMAS, MICHAEL EIEXECUTIVE DIRECTOR, FINANCIAL PRODUCT SALESNA Control
THOMAS, MICHAEL EIEXECUTIVE DIRECTOR, FINANCIAL PRODUCT SALESNA Control
THOMAS, MICHAEL EICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA Control
TOLIVER, JAMES ANDREWIEXECUTIVE DIRECTOR, ADVISORY SERVICESNA Control
TOLIVER, JAMES ANDREWIEXECUTIVE DIRECTOR, ADVISORY SERVICESNA Control
TOLIVER, JAMES ANDREWISENIOR MANAGING DIRECTOR FINANCIAL STRATEGIES GROUPNA Control
TOLIVER, JAMES ANDREWIEXECUTIVE DIRECTOR, ADVISORY SERVICESNA Control
TOLIVER, JAMES ANDREWIPRESIDENTNA Control
TOLIVER, JAMES ANDREWIEXECUTIVE DIRECTOR, ADVISORY SERVICESNA Control
TOLIVER, JAMES ANDREWIEXECUTIVE DIRECTOR, ADVISORY SERVICESNA Control
TOLIVER, JAMES ANDREWIPRESIDENTNA Control
TOLIVER, JAMES ANDREWISENIOR MANAGING DIRECTOR FINANCIAL STRATEGIES GROUPNA Control
TOLIVER, JAMES ANDREWISENIOR MANAGING DIRECTOR FINANCIAL STRATEGIES GROUPNA Control
TOLIVER, JAMES ANDREWIPRESIDENTNA Control
TOLIVER, JAMES ANDREWIPRESIDENTNA Control
WESTBERG, MARY GAYLEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
WESTBERG, MARY GAYLEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
WESTBERG, MARY GAYLEISENIOR MANAGING DIRECTOR INVESTMENT SERVICESNA Control
WESTBERG, MARY GAYLEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
WESTBERG, MARY GAYLEICHIEF COMPLIANCE OFFICERNA Control
WESTBERG, MARY GAYLEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
WESTBERG, MARY GAYLEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
WESTBERG, MARY GAYLEISENIOR DIRECTOR, FINANCIAL PRODUCT SALESNA Control
WESTBERG, MARY GAYLEISENIOR MANAGING DIRECTOR INVESTMENT SERVICESNA Control
WESTBERG, MARY GAYLEISENIOR MANAGING DIRECTOR INVESTMENT SERVICESNA Control
WESTBERG, MARY GAYLEICHIEF COMPLIANCE OFFICERNA Control
WESTBERG, MARY GAYLEICHIEF COMPLIANCE OFFICERNA Control
WESTBERG, MARY GAYLEICHIEF COMPLIANCE OFFICERNA Control
WESTBERG, MARY GAYLEICHIEF COMPLIANCE OFFICERNA Control
WESTBERG, MARY GAYLEICHIEF COMPLIANCE OFFICERNA Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
ALLOYA CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
MEMBERS UNITED BRIDGE CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
MEMBERS UNITED CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
MEMBERS UNITED CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
MEMBERS UNITED CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
MEMBERS UNITED CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
MEMBERS UNITED CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
MEMBERS UNITED CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
MID-STATES CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
MID-STATES CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control
MID-STATES CORPORATE FEDERAL CREDIT UNIONDESOLE MEMBER OF LLCE Control

Registrations

Federal

IA
Mar 7, 2019 REGISTERED

Notice Filings (14)

AL CA CO IL IN LA MA MN MO NJ NY SD TN WI

Address

184 SHUMAN BLVD
SUITE 400
NAPERVILLE, IL 60563
United States
Phone: 630-276-2846