Erika Wood
Investment adviser representative at Balefire, LLC
18 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Balefire, LLCSep 2020 to now
- Visionpoint Advisory GroupSep 2020 to now
- Lion Street FinancialJan 2025 to Nov 2025
- Purshe Kaplan Sterling InvestmentsJun 2022 to Jan 2025
- LPL Financial, LLCSep 2020 to Jun 2022
- Bjorklund Wood FinancialJan 2019 to Sep 2020
- Principal Securities IncMar 2016 to Sep 2020
- Principal Life InsuranceNov 2007 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 6 states (CA, IA, IL, MN, TX, WI).
Balefire, LLC
$2BAssets managed
1,864Clients
37Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5386781
- Firm CRD
- 168733