Jacki Kolkman is a registered investment advisor at Balefire, LLC, based in St Louis Park, MN, with 3 years of industry experience. Jacki 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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Average Client Portfolio
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Fee Structure
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
4450 Excelsior Blvd, Suite 460, St Louis Park, MN, 55416
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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.
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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
Previous Registrations
Fuse Partners, LLC
State Registrations4 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.