EW
Erika B. Wood
BALEFIRE
St. Louis Park, MN 55416
Some features on this profile are disabled
CRD#: 5386781
EW
Professional summary
Erika Bjorklund Wood, AIF®, who also goes by Erika Bjorklund, Erika Bjorklund Wood, Erika Wood, is a registered financial advisor currently at BALEFIRE, LLC located in St. Louis Park, Minnesota and INTEGRITY ALLIANCE, LLC. located in Urbandale, Iowa.
Erika is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Erika has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erika Bjorklund | Erika Bjorklund Wood | Erika Wood
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.BALEFIRE, LLC POSITION: Employee NATURE: ORIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 09/08/2020 ADDRESS: 4450 Excelsior Blvd, Suite 460, St. Louis Park MN 55416, United States DESCRIPTION: Wealth manager to clients for comprehensive financial planning and executive director of planning team. 2.Lionstreet Investment Related - Yes 3. 4450 Excelsior Blvd Suite 460 St. Louis Park MN 55416 4. Fixed / Traditional Insurance 5. Agent 6. 10/2020 7. 60 hrs 8. 60 hrs 9. Sales of Fixed / Traditional Insurance Products. 3.Fixed Insurance Investment Related - Yes 3. 4450 Excelsior Blvd Suite 460 St. Louis Park MN 55416 4. Fixed / Traditional Insurance 5. Agent 6. 11/2021 7. 4 hrs 8. 4hrs 9. Sales of Fixed / Traditional Insurance Products 4.PRINCIPAL FINANCIAL GROUP POSITION: Former employee NATURE: Ongoing insurance policy trailing commissions from previous employer. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/15/2007 ADDRESS: 711 High St, Des Moines IA 50392, United States DESCRIPTION: Servicing existing insurance policies and fixed annuity contracts for current clients. 5.FLAGSHIP INSURANCE SERVICES POSITION: Sales NATURE: Group non-medical and medical insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2022 ADDRESS: 131 6th St N, PO Box 99, Winsted MN 55395, United States DESCRIPTION: Introduced our corporate clients to Flagship for group med and nonmed insurance needs and share in ongoing commissions for revenue generated. 6.THE BLAKE SCHOOL POSITION: Employee NATURE: Assistant coach of the girls' highschool swim team from August - November 2025 INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2025 ADDRESS: 110 Blake Rd S, Hopkins MN 55343, United States DESCRIPTION: Coaching highschool girls' swim team - writing workouts, facilitating practices, coaching student athletes, meet entries, and coaching at competitions.
CRS (Client Relationship Summary) - RIA
Click below to view Erika Bjorklund Wood'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®
Experience
Current
January 11, 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
June 10, 2022 - December 31, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
St. Louis Park, MN
Past
March 22, 2021 - June 22, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
ST LOUIS PARK, MN
Past
September 9, 2020 - December 31, 2023
BALEFIRE, LLC
RIA
CRD#: 168733
St Louis Park, MN
Past
September 8, 2020 - June 22, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
ST LOUIS PARK, MN
Past
January 17, 2014 - September 16, 2020
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
MINNETONKA, MN
Past
October 15, 2007 - September 16, 2020
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
MINNETONKA, MN
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
IAR
California(1/11/2024)
RR
California(11/3/2025)
IAR
Illinois(1/18/2024)
IAR
Iowa(1/12/2024)
IAR
Michigan(1/16/2024)
RR
Michigan(11/3/2025)
IAR
Minnesota(1/11/2024)
RR
Minnesota(11/3/2025)
IAR
Texas(1/11/2024)
RR
Texas(11/3/2025)
IAR
Virginia(1/12/2024)
IAR
Wisconsin(1/12/2024)
RR
Wisconsin(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General 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.
