Richard
Bjorklund

Balefire, LLC

CRD#1366485
Investment Advisor
in Minneapolis, MN

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About this Advisor

Richard Bjorklund is a financial advisor based in Minneapolis, Minnesota, working with Balefire, LLC. Richard has previously held positions at Princor Financial Services Corporation, Principal Life Insurance Company, Bjorklund Wood Financial, Lpl Financial LLC, and Visionpoint Advisory Group, LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Richard is part of Balefire, LLC, which operates out of Minneapolis, Minnesota. The firm has 9 offices and 36 employees. Balefire, LLC manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Balefire, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4450 Excelsior Blvd Suite 460
Minneapolis, MN 55416

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Balefire, LLC Brokerage Details

Total Assets Under Management

$1,236,940,085

MN Average: $3,042,739,679
Total Number of Employees

36

MN Average: 49
Total Number of Accounts

2,527

MN Average: 2,315
Average Account Size

$489,490

MN Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Richard Bjorklund Work History

2020 - Present (5 years)

Visionpoint Advisory Group, LLC

2020 - 2022 (2 years)

Lpl Financial LLC

2019 - 2020 (1 year)

Bjorklund Wood Financial

1998 - 2020 (22 years)

Principal Life Insurance Company

1985 - 2020 (35 years)

Princor Financial Services Corporation

Disclosures

Please visit the SEC profile of Richard Bjorklund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Balefire, LLC

Lindsey Gresham
Ridgeland, MS
Mark Greene
Minneapolis, MN
Dalton Richards
Rigby, ID
Brian Smith
Bettendorf, IA
Austin Vanhove
Sioux Falls, SD
Michael Bernier
Dallas, TX
Jason Hester
Ridgeland, MS
Thomas Hannon
Minneapolis, MN

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