MG
Mark J. Greene
BALEFIRE
St. Louis Park, MN 55416
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CRD#: 1798987
MG
Professional summary
Mark Joseph Greene, who also goes by Mark J Greene, Mark Joseph Greene, is a registered financial advisor currently at BALEFIRE, LLC located in St. Louis Park, Minnesota and INTEGRITY ALLIANCE, LLC. located in Urbandale, Iowa.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Mark has worked at 10 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark J Greene | Mark Joseph Greene
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.RIA, BALEFIRE, LLC POSITION: Employee NATURE: We are a wealth management and corporate retirement plan advisor. Working with individuals and corporations. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2024 ADDRESS: 4450 Excelsior Blvd., Suite 460, St Louis Park MN 55416, United States DESCRIPTION: I work with Corporations consulting them on their retirement plans I am an insurance agent selling fixed/non-securities products We also receive fee for our consulting work 2.THE RIVER TOWERS ASSOCIATION POSITION: Board Member NATURE: HOA for a condo complex with 512 housing units. The HOA has a property manager and the board votes to approve or disapprove recommendations made by the property manager related to operation of the property. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 15 1st St S, Minneapolis MN 55401, United States DESCRIPTION: Meet monthly for board meeting Review proposed projects and vote on them as a board Meet with fellow board members to discuss items that need a vote or decision from the board 3.BALEFIRE, LLC POSITION: Employee NATURE: Balefire is a corporate retirement plan and wealth advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 4450 Excelsior Blvd, Suite 460, St. Louis Park MN 55401, United States DESCRIPTION: I consultant clients on their retirement plans. Qualified and non-qualified. These products are funded with mutual funds, stable value funds, collective investment trust, fixed and variable life and annuity contracts. I am responsible for the sale and service of these products.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Joseph Greene's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 29, 2024 - Present
BALEFIRE, LLC
Office #1: 4450 Excelsior Blvd Suite 460, St. Louis Park, MN 55416RIA
CRD#: 168733
St. Louis Park, MN
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 4135 Nw Urbandale Dr, Urbandale, IA 50322RIA
BD
CRD#: 139627
Urbandale, IA
Past
March 7, 2025 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
AUSTIN, TX
Past
April 9, 2024 - December 31, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
St. Louis Park, MN
Past
January 9, 2024 - January 22, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MINNEAPOLIS, MN
Past
October 13, 2023 - January 22, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
September 17, 2018 - August 2, 2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
BLOOMINGTON, MN
Past
February 9, 2017 - September 11, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
EDINA, MN
Past
June 22, 2015 - January 17, 2017
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
LINCOLN, NE
Past
January 26, 1996 - June 8, 2015
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST PAUL, MN
Past
March 8, 1988 - September 14, 1995
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE
CRD#: 168733 / SEC#: 801-78506
RIA
Registered Investment Advisory firm - (1/8/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Iowa(11/3/2025)
IAR
Minnesota(4/29/2024)
RR
Minnesota(11/3/2025)
RR
Mississippi(11/3/2025)
RR
South Dakota(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/30/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE
CRD#: 168733 / SEC#: 801-78506
RIA
Registered Investment Advisory firm - (1/8/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14221 Dallas Parkway Suite 100, Dallas, TX 75254
Mailing Address
Phone number
(972) 361-1001
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,527 |
| AUM (Assets Under Management) | $ 1,236,940,085 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
