Richard Bjorklund
Richard Bjorklund is a registered investment advisor at Balefire, LLC, based in St. Louis Park, MN, with 40 years of industry experience. Richard 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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 (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Richard is a partner at VisionPoint Advisory Group, LLC, where he provides investment advisory services, dedicating nearly full-time hours to this role. He is also involved with Lion Street, focusing on non-variable insurance, spending about a third of his time on this activity.
Employment History
Current Registrations
Balefire, LLC
Previous Registrations
Fuse Partners, LLC
LPL Financial LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
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.