Erika Wood

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → 09/2020
  Principal Life Insurance
  Minnetonka, MN
• 01/2019 → 09/2020
  Bjorklund Wood Financial
  Minnetonka, MN
• 03/2016 → 09/2020
  Principal Securities Inc
  Minnetonka, MN
• 09/2020 → 06/2022
  Lpl Financial, Llc
  Maple Grove, MN
• 09/2020 → Present
  Visionpoint Advisory Group
  Minneapolis, MN
• 06/2022 → 01/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2025 → 11/2025
  Lion Street Financial
  Austin, TX
• 09/2020 → Present
  Balefire, Llc
  St. Louis Park, MN
• 11/2025 → Present
  Integrity Alliance, Llc.
  Urbandale, IA

Previous Registrations

• 2020-09-09 → 2023-12-31
  Balefire, Llc
  St Louis Park, MN
  Dallas, TX
• 2021-03-22 → 2022-06-22
  Lpl Financial Llc
  St Louis Park, MN
  Maple Grove, MN
  Dallas, TX
• 2014-01-17 → 2020-09-16
  Principal Securities, Inc.
  Minnetonka, MN
  Minnetonka, MN
  Minnetonka, MN

Other Businesses

1.BALEFIRE, LLC POSITION: Employee NATURE: ORIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 09/08/2020 ADDRESS: 4450 Excelsior Blvd, Suite 460, St. Louis Park MN 55416, United States DESCRIPTION: Wealth manager to clients for comprehensive financial planning and executive director of planning team. 2.Lionstreet Investment Related - Yes 3. 4450 Excelsior Blvd Suite 460 St. Louis Park MN 55416 4. Fixed / Traditional Insurance 5. Agent 6. 10/2020 7. 60 hrs 8. 60 hrs 9. Sales of Fixed / Traditional Insurance Products. 3.Fixed Insurance Investment Related - Yes 3. 4450 Excelsior Blvd Suite 460 St. Louis Park MN 55416 4. Fixed / Traditional Insurance 5. Agent 6. 11/2021 7. 4 hrs 8. 4hrs 9. Sales of Fixed / Traditional Insurance Products 4.PRINCIPAL FINANCIAL GROUP POSITION: Former employee NATURE: Ongoing insurance policy trailing commissions from previous employer. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/15/2007 ADDRESS: 711 High St, Des Moines IA 50392, United States DESCRIPTION: Servicing existing insurance policies and fixed annuity contracts for current clients. 5.FLAGSHIP INSURANCE SERVICES POSITION: Sales NATURE: Group non-medical and medical insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2022 ADDRESS: 131 6th St N, PO Box 99, Winsted MN 55395, United States DESCRIPTION: Introduced our corporate clients to Flagship for group med and nonmed insurance needs and share in ongoing commissions for revenue generated. 6.THE BLAKE SCHOOL POSITION: Employee NATURE: Assistant coach of the girls' highschool swim team from August - November 2025 INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2025 ADDRESS: 110 Blake Rd S, Hopkins MN 55343, United States DESCRIPTION: Coaching highschool girls' swim team - writing workouts, facilitating practices, coaching student athletes, meet entries, and coaching at competitions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-09
• S63 Uniform Securities Agent State Law Examination
  2007-11-09

Designations

• Certified Financial Planner

Other Names

• Erika Wood
• Erika Bjorklund
• Erika Wood
• Erika Wood
• Erika Wood
• Erika Bjorklund Wood