# BALANCE SHEET SOLUTIONS LLC

BALANCE SHEET SOLUTIONS LLC of NAPERVILLE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 124786
- Type: SEC-registered investment adviser
- SEC file number: 801-63345
- Location: 184 SHUMAN BLVD, SUITE 400, NAPERVILLE, IL, 60563
- Phone: 630-276-2846
- Latest filing: 2019-03-07
- Regulatory AUM: $908.5M
- Non-discretionary AUM: $908.5M
- Clients: 28
- Accounts: 22

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| SALAZAR BART | EXECUTIVE DIRECTOR, ADVISORY SERVICES | — |
| SMITH CRAIG ALLEN | FINANCIAL AND OPERATIONS PRINCIPAL | — |
| MCINTYRE DANIEL LAWRENCE | SENIOR DIRECTOR, FINANCIAL PRODUCT SALES; SENIOR MANAGING DIRECTOR INVESTMENT SERVICES | — |
| MOORE THOMAS GERARD | PRESIDENT/CEO/OPERATING PRINCIPAL; PRESIDENT/CEO/OPERATING PRINCIPAL/CHIEF COMPLIANCE OFFICER; PRESIDENT/CEO/OPERATING PRINCIPAL/COMPLIANCE OFFICER | — |
| WESTBERG MARY GAYLE | CHIEF COMPLIANCE OFFICER; SENIOR DIRECTOR, FINANCIAL PRODUCT SALES; SENIOR MANAGING DIRECTOR INVESTMENT SERVICES | — |
| TOLIVER JAMES ANDREW | EXECUTIVE DIRECTOR, ADVISORY SERVICES; PRESIDENT; SENIOR MANAGING DIRECTOR FINANCIAL STRATEGIES GROUP | — |
| THOMAS MICHAEL E | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; EXECUTIVE DIRECTOR, FINANCIAL PRODUCT SALES; EXECUTIVE DIRECTOR, FINANCIAL PRODUCT SALES/CHIEF COMPLIANCE OFFICER | — |
| HARMON LARRY DALE | COMPLIANCE OFFICER | — |
| SALAZAR BARTHOLOMEW | EXECUTIVE DIRECTOR, ADVISORY SERVICES | — |
| SCHAFFER LONNIE BENJAMIN | SENIOR DIRECTOR - FINANCIAL PRODUCT SALES | — |
| EISCHEN TIMOTHY PAUL | OPERATIONS PRINCIPAL | — |
| ADAMS JR J MICHAEL | PRESIDENT | — |
| ALMEIDA JOHN JOSEPH | SENIOR DIRECTOR, FINANCIAL PRODUCT SALES | — |
| CHIAPPETTA KEVIN PAUL | EXECUTIVE DIRECTOR, FINANCIAL STRATEGIES | — |
| KOHL ANDREW ROBERT | SVP, DIRECTOR - ADVISORY SERVICES; SVP, DIRECTOR - ADVISORY SERVICES & CHIEF COMPLIANCE OFFICER | — |
| SCHIEFFER MARK ALLEN | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| FAGO DARREN DANIEL | AVP - ADVISORY SERVICES; VP - ADVISORY SERVICES, CHIEF COMPLIANCE OFFICER | — |
| Stevenson Kurt Richard | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124786/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124786/similar
- Related entities: https://search.stillhousedata.com/firm/124786/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124786

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.