David Malcolm Serposs
Investment adviser representative at Balefire, LLC
11 yearsExperience
1 stateRegistered in
$2BFirm assets
12 yearsFirm in business
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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
11 years in the industry.
- Integrity Alliance, LLCAug 2026 to now
- Balefire, LLCJun 2026 to now
- Balefire Wealth, LLC.Jun 2026 to now
- Bridge Street Wealth StrategiesJul 2025 to Jun 2026
- Jj Swanson Advisory GroupOct 2021 to Jun 2026
- Principal Life Insurance CompanyOct 2021 to Jun 2026
- Union Financial, Inc.Oct 2021 to Mar 2022
- Principal Securities IncSep 2021 to Jun 2026
- Quasar Distributors, LLCJan 2015 to Sep 2021
- Securian Asset Management, Inc.Jan 2015 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5814363
- Firm CRD
- 168733