BALANCE SHEET SOLUTIONS LLC of NAPERVILLE, IL is an SEC-registered investment adviser (CRD 124786). Regulatory assets under management: $908.5M.
| 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 | — |