Best Investors Account Sign in
Inactive

Jacki L Kolkman

Balefire, LLC

St Louis Park, MN

CRD 4007961

Claim This Profile
Employer firm

Balefire, LLC CRD 168733

$1.99B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Balefire, Llc

14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-01-11
MT RA APPROVED 2024-01-11
TX RA APPROVED 2024-01-11
WI RA APPROVED 2024-01-11
  • MN RA
    APPROVED
    Since 2024-01-11
  • MT RA
    APPROVED
    Since 2024-01-11
  • TX RA
    APPROVED
    Since 2024-01-11
  • WI RA
    APPROVED
    Since 2024-01-11

Branch Locations

4450 Excelsior Blvd Suite 460, St Louis Park, MN 55416 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accounting Resource Group Minnetonka MN 09/2012 08/2022
Visionpoint Group Llc St Louis Park MN 09/2022 Present
  • 09/2012 → 08/2022
    Accounting Resource Group
    Minnetonka, MN
  • 09/2022 → Present
    Visionpoint Group Llc
    St Louis Park, MN
Previous Registrations
  • 2022-09-08 → 2023-12-31
    Dallas, TX
    St. Louis Park, MN
Other Businesses

Fuse Partners, LLC 2. Investment Related - Yes 3. 4450 Excelsior Blvd, Suite 460, St Louis Park, MN 55416 USA 4. RIA 5. Partner/ Investment Adviser Representative 6. 160 hrs 8. 160 hrs 9. Investment Adviser Representative

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-19
S63 Uniform Securities Agent State Law Examination 1999-11-19
  • S65 Uniform Investment Adviser Law Examination
    2022-07-19
  • S63 Uniform Securities Agent State Law Examination
    1999-11-19
Other Names
  • Jacki Lynn Knudson
  • Jacki Kolkman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in St Louis Park, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor