DB
DB

Daniel Marc Berve

5 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

Aurora, CO

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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 ActivitiesSells Insurance

Daniel works full-time as a registered investment advisor at Balefire, LLC. He also provides insurance advice and works as a swim coach for Grandview High School and Cherry Creek Schools, dedicating about a quarter of his time to Grandview and a few hours per week to Cherry Creek.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 3 mos
Integrity Alliance, LLC.
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
May 2023 - December 2024 · 1 yr 7 mos
Fuse Partners, LLC
April 2023 - December 2023 · 8 mos
Principal Securities, INC.
May 2020 - April 2023 · 2 yrs 11 mos
Principal Securities, INC.Broker
May 2020 - April 2023 · 2 yrs 11 mos
State Registrations10 states
AKAZCOIAILMNMSMTWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.