Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers both wrap-fee and non-wrap fee programs. In a wrap fee program, clients pay a single, bundled fee that covers investment advisory services and the execution of transactions. In a non-wrap fee program, the advisory fee does not include trade execution costs or other service charges, and these costs are incurred separately by the client. Variable annuities are excluded from wrap fee program billing.
Areas of Practice
Advisor Information
Office location
4450 Excelsior Blvd, Suite 460, St. Louis Park, MN, 55416
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erika works as a wealth manager and executive director of a planning team at Balefire, LLC, dedicating nearly full-time hours. She also sells fixed and traditional insurance products, spending about a quarter of her time on this activity, and receives trailing commissions from Principal Financial Group for servicing existing insurance policies. Erika also introduces corporate clients to Flagship Insurance Services for group medical and non-medical insurance needs and shares in ongoing commissions.