Jacki L Kolkman

Balefire, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Balefire, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

2,524 clients

Average Client Portfolio

$490K average

Assets Under Management

$1.2B

Fee Structure

Location

4450 Excelsior Blvd, Suite 460, St Louis Park, MN, 55416

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Jacki is a partner and investment adviser representative at Fuse Partners, LLC. This is a registered investment advisory (RIA) and takes nearly full-time.

Employment History

Current Registrations

Balefire, LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Fuse Partners, LLC

September 2022 - December 2023 · 1 yr 3 mos

State Registrations4 states

MNMTTXWI

Advisor

Exams

No exam information available for this advisor.