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Thomas Hannon

10 Years of Experience
St Louis Park, MN

Thomas Hannon is a registered investment advisor at Balefire, LLC, based in St Louis Park, MN, with 10 years of industry experience. Thomas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
2,524 clients
Average Client Portfolio
$490K average
Assets Under Management
$1.2B

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.

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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.

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Other Business Activities

Thomas is an Investment Advisor Representative (IAR) at Fuse Partners LLC, dedicating full-time hours to this role. He also acts as an agent for 197 Holdings LLC, providing capital for private start-up companies and spending minimal time on this, with compensation tied to sales or mergers.

Employment History
Current Registrations
Balefire, LLC
April 2024 - Present · 2 yrs
Previous Registrations
Fuse Partners, LLC
June 2020 - December 2023 · 3 yrs 6 mos
Steele Capital Management, INC.
August 2016 - August 2017 · 1 yr
Capital Formation Strategies INC
September 2015 - December 2020 · 5 yrs 3 mos
State Registrations8 states
CACOIAILKSMNMTSD
Advisor

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
No exam information available for this advisor.