Jacki L. Kolkman

BALEFIRE

St. Louis Park, MN 55416

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CRD#: 4007961

Professional summary

Jacki L Kolkman, who also goes by Jacki Lynn Knudson, Jacki Kolkman, is a registered financial advisor currently at BALEFIRE, LLC located in St. Louis Park, Minnesota.

Jacki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jacki has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacki Lynn Knudson | Jacki Kolkman

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.

Fuse Partners, LLC 2. Investment Related - Yes 3. 4450 Excelsior Blvd, Suite 460, St Louis Park, MN 55416 USA 4. RIA 5. Partner/ Investment Adviser Representative 6. 160 hrs 8. 160 hrs 9. Investment Adviser Representative

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacki L Kolkman's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 11, 2024 - Present

BALEFIRE, LLC

Office #1: 4450 Excelsior Blvd Suite 460, St. Louis Park, MN 55416

RIA

CRD#: 168733

St. Louis Park, MN

Past

September 8, 2022 - December 31, 2023

BALEFIRE, LLC

RIA

CRD#: 168733

St. Louis Park, MN

Past

July 14, 2003 - December 9, 2003

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

WINDSOR, CT

Past

September 10, 2002 - June 5, 2003

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

March 4, 2002 - August 23, 2002

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

November 11, 1999 - February 25, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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".

BALEFIRE, LLC

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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/11/2024)

IAR

Montana
(1/11/2024)

IAR

Texas
(1/11/2024)

IAR

Wisconsin
(1/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/19/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/10/1999

General Securities Representative Examination

Current Firm

BALEFIRE, LLC

CRD#: 168733 / SEC#: 801-78506

RIA

Registered Investment Advisory firm - (1/8/2014 Approved)

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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

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A SUBSTITUTE DISCLOSURE BROCHUSE 03/2025 (3/31/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Jacki L. Kolkman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacki L Kolkman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALEFIRE, LLC

VOYA INVESTMENTS DISTRIBUTOR, LLC

RBC CAPITAL MARKETS, LLC

U.S. BANCORP INVESTMENTS, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BALEFIRE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2022

Series 63

Date: 11/19/1999

Series 7

Date: 11/10/1999

Current Firm

BALEFIRE, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALEFIRE, LLC

TRUST BUT VERIFY

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