EW
CFP
EW
CFP

Erika Wood

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
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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.

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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.
November 2025 - Present · 3 mos
Integrity Alliance, LLC.Broker
November 2025 - Present · 3 mos
Balefire, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Lion Street Financial, LLCBroker
March 2025 - November 2025 · 8 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2022 - December 2024 · 2 yrs 6 mos
LPL Financial LLC
March 2021 - June 2022 · 1 yr 3 mos
Fuse Partners, LLC
September 2020 - December 2023 · 3 yrs 3 mos
LPL Financial LLCBroker
September 2020 - June 2022 · 1 yr 9 mos
Principal Securities, INC.
January 2014 - September 2020 · 6 yrs 8 mos
Principal Securities, INC.Broker
October 2007 - September 2020 · 12 yrs 11 mos
State Registrations8 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.