Primerica Advisors
43yrs
Top advisor by experience in Huntersville
29yrs
John Burke Balcerzak
Financial advisor at A4 Wealth Advisors
At a glance
Experience29 years (since 1997)
How that compares ?Top advisor by experience at A4 Wealth Advisors
Office16140 Northcross Drive, Huntersville, NC 28078
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through A4 Wealth Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2018 – 2021Brookstone Asset Management, LLCPreviously
- 2015 – 2022Gradient Investments, LLCPreviously
- 2010 – nowA4 Wealth Advisors LLCCurrent firm
- Jun 2009 – May 2010Trident Investment Management Inc.Previously
- Dec 2007 – Jun 2009KCD Financial, Inc.Previously
- Oct 2006 – Dec 2007Investment Advisors International, Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call A4 Wealth Advisors at 704-509-1141 and ask for John Burke Balcerzak. John works from the Huntersville, NC office.
How long has John been a financial advisor?
John has been in the industry since 1997, about 29 years. Top advisor by experience at A4 Wealth Advisors.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
A4 Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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