Advisor at Driven Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Brigham Ballard is a financial advisor at Driven Investments LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and The Schrub Care Company. Outside of his advisory role, he has been self-employed since 2014. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a model-driven approach with individualized Investment Policy Statements and offers a range of investment options including mutual funds, ETFs, equities, fixed income, and structured notes.
Based on Driven Investments LLC
Based on Driven Investments LLC
Negotiated fixed rate for one-time financial planning services; maximum fixed fee up to 2% of investable assets for custom financial planning services.
$1 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $1,000,000: 1.75% $1,000,001 - AND UP: 1.70%
Insurance commissions earned by persons affiliated with the firm for selling insurance products, separate and in addition to advisory fees.
Lehi, UT
Utah
Driven Investments LLC
2023 - Present (3 years)
Northwestern Mutual
2022 - 2023 (1 year)
The Schrub Care Company
2022 - 2022 (1 year)
Education
2021 - 2022 (1 year)
Krispy Kreme
2021 - 2021 (1 year)
Education
2019 - 2021 (2 years)
Self Employed
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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