Brad Neugebauer is a registered investment advisor at Balefire, LLC, based in Sioux Falls, SD, with 27 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 2,524 clients with $1.2B in assets under management.
Compensation
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Balefire offers ongoing investment management services based on your individual goals, objectives, time horizon, and risk tolerance. Balefire seeks to design investment strategies utilizing your current financial situation to construct a portfolio designed to match your investment goals. Fees for investment management are calculated as a percentage of the value of your portfolio, including cash, and are collected in advance each quarter.
Location
6045 South Louise Avenue, Suite 201, Sioux Falls, SD, 57108
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Regulatory History
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
Brad is a partner and investment advisor representative at VisionPoint Advisory Group, dedicating nearly full-time hours to this role. He also works as an agent selling fixed/traditional insurance products and sells insurance through Lion Street, spending minimal time on each of these insurance-related activities.
Employment History
Current Registrations
Balefire, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Fuse Partners, LLC
LPL Financial LLCBroker
Principal Securities, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.