Erika Wood
Erika Wood is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in St. Louis Park, MN, with 18 years of industry experience. Erika is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
4450 Excelsior Blvd, Suite 460, St. Louis Park, MN, 55416
Get directionsHistory
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
Erika works as a wealth manager and executive director of a planning team at Balefire, LLC, dedicating nearly full-time hours. She also sells fixed and traditional insurance products, spending about a quarter of her time on this activity, and receives trailing commissions from Principal Financial Group for servicing existing insurance policies. Erika also introduces corporate clients to Flagship Insurance Services for group medical and non-medical insurance needs and shares in ongoing commissions.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC.
Balefire, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
Fuse Partners, LLC
LPL Financial LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations7 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.
Exams
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