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What Is a SmartVestor Pro?

David Balok is proud to be part of the Dave Ramsey SmartVestor program.

Ramsey SmartVestor Pro

David Balok is a proud member of the Dave Ramsey SmartVestor program.

Dave Ramsey is a trusted voice in America on money and business matters. He is a personal money-management expert, a New York Times Best Selling author, and a radio personality. Visit www.daveramsey.com/smartvestor to learn more. Being one of SmartVestor Pros means that as a Financial Advisor, David Balok is committed to following Dave Ramsey's financial principles, educating his clients 'with the heart of a teacher', and providing superior customer service, all while helping his clients build wealth by investing for the long term. SmartVestor Pros are held to a high standard of excellence by Dave Ramsey and his team. Being a SmartVestor Pro is a natural fit for David. With over 25 years experience in the investment and money management field, David takes the time to get to know his clients and understand their financial situations and goals. He enjoys teaching his clients about investing, budgeting, and financial planning in an easy to understand manner -- so ultimately they feel empowered to make informed, sound, financial decisions.

David R. Balok Wealth Management, Inc.

Affiliated with LPL Financial

Disclosures

David R. Balok is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. SmartVestor is an advertising and referral service for investment professionals operated by the Lampo Group, LLC d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit SmartVestor investing professionals / RamseySolutions.com to learn more. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, MI, MS, NC, PA, SC, VA. .

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Securities offered through LPL Financial. Member FINRA & SIPC