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Jacki K

Series 63, Series 65

St Louis Park, MN

Balefire, LLC

Jacki Kolkman is a financial advisor with Balefire, LLC in St. Louis Park, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Balefire, she worked at VisionPoint Group LLC and spent ten years with Accounting Resource Group. She is also a partner and investment adviser representative at Fuse Partners, LLC. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach and offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Erika W

CFP®, Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

Erika Wood is a CFP® with 19 years of industry experience, currently serving at Balefire, LLC. Her prior roles include positions at Integrity Alliance, Lion Street Financial, and Purshe Kaplan Sterling Investments. Outside of her advisory work, she has served as an assistant coach for a high school girls' swim team. Balefire, LLC is an SEC-registered multi-team investment adviser managing approximately $2 billion in assets. The firm provides discretionary asset management and comprehensive financial planning to individuals, retirement plans, trusts, charities, and businesses, employing a core-and-tactical investment approach overseen by an Investment Committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Daniel S

Series 65

St. Louis Park, MN

Balefire, LLC

Daniel Swenson is a financial advisor at Balefire, LLC with a Series 65 designation and over 15 years of professional experience. Prior to joining Balefire in 2025, he worked at IMEG Consultants and Horizon Virtual, and spent 14 years at CentraCare Health. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research, customizing client relationships by risk profile and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Travis B

Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

Travis Busch is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Thrivent Financial, Mutual of Omaha Insurance Company, Ameriprise Financial Services, and Guardian Life. Outside of his advisory work, he serves as an assistant varsity basketball coach at Providence Academy. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Thomas H

Series 65

St Louis Park, MN

Balefire, LLC

Thomas Hannon is a financial advisor at Balefire, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at VisionPoint Advisory Group, LPL Financial LLC, Steele Capital Management, Inc., and Capital Formation Strategies. In addition to his advisory role, he is involved with 197 Holdings LLC, a business entity providing capital for private startup companies. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and third-party research, customizing client relationships by risk profile and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Richard B

Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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David S

Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

David Serposs is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Securian Asset Management, and Bridge Street Wealth Strategies. Outside of his advisory work, he leads sponsorship efforts for a local fair in Woodbury, Minnesota. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy, providing discretionary asset management and comprehensive financial planning through a platform overseen by an Investment Committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Scott B

Series 63

St Louis Park, MN

Balefire, LLC

Scott Bradbury is a financial advisor with Balefire, LLC, holding a Series 63 designation and 17 years of industry experience. His prior work includes roles at Integrity Alliance, Lion Street Financial, PKS Investments, VisionPoint Group LLC dba Fuse Partners, Princor Financial Services Corp, and Principal Life Insurance Co. Outside of his advisory role, Bradbury is a partner and investment adviser representative at VisionPoint Group LLC dba Fuse Partners, providing financial advice and education to private clients. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach supported by an Investment Committee and offers discretionary portfolio management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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