Daniel Marc Berve
Investment adviser representative at Balefire, LLC
18 yearsExperience
7 statesRegistered 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
18 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Balefire, LLCJan 2024 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to now
- Visionpoint Group, LLCApr 2023 to now
- Lion Street FinancialJan 2025 to Nov 2025
- Principal Life Insurance CompanyMar 2020 to Mar 2023
- Principal Securities IncMar 2020 to Mar 2023
- Minnetonka Public SchoolsSep 2007 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 7 states (AZ, CO, IA, IL, MN, MT, 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
- 7239826
- Firm CRD
- 168733