DB
Daniel M. Berve
BALEFIRE
Aurora, CO
Some features on this profile are disabled
CRD#: 7239826
DB
Professional summary
Daniel Marc Berve is a registered financial advisor currently at BALEFIRE, LLC located in Aurora, Colorado and INTEGRITY ALLIANCE, LLC. located in Urbandale, Iowa.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Daniel has worked at 5 firms and has passed the Series 66, Series 99TO, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: Registered investment advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2023 ADDRESS: 14221 Dallas Pkway, Suite 100, Dallas TX 75254, United States DESCRIPTION: Provide ongoing advice and planning for existing clients. Advise and support corporate clients to provide retirement solutions to their employees. 2.Fixed Insurance \ Investment Related - Yes \ At registered Location \ Fixed Insurance/Annuity \ Agent \ 4/1/2023 \ 10 hrs \ 10 hrs \ Provide insurance advice based on the needs of client(s). 3.PKSF \ Investment Related - Yes \ At registered Location \ Fixed Insurance/Annuity \ Agent \ 4/1/2023 \ 10 hrs \ 10 hrs \ Provide insurance advice based on the needs of client(s). 4.Grandview High School Head Swim Coach \ Investment Related - No \ 5416 S Riviera Way, Aurora, CO 80015\ Teaching/Coaching \ Head Coach \ 3/1/2021 \ 50 hrs \ 0 hrs \ Coach athletes throughout the spring swim season. Write workouts, run competitions, and plan for the entire season. 5.CHERRY CREEK SCHOOLS POSITION: Employee NATURE: High school swim coach each spring. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 4700 S Yosemite Street, Greenwood Village CO 80111, United States DESCRIPTION: Coach high school age athletes in swimming. Organize practices and meets throughout the season which runs Feb-May.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Marc Berve'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
January 11, 2024 - Present
BALEFIRE, LLC
RIA
CRD#: 168733
Aurora, CO
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
May 5, 2023 - December 31, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Dallas, TX
Past
April 18, 2023 - December 31, 2023
BALEFIRE, LLC
RIA
CRD#: 168733
Aurora, CO
Past
May 29, 2020 - April 12, 2023
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
DENVER, CO
Past
May 9, 2020 - April 12, 2023
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DENVER, CO
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
Alaska(11/3/2025)
IAR
Arizona(2/1/2024)
RR
Arizona(11/3/2025)
IAR
Colorado(1/11/2024)
RR
Colorado(11/3/2025)
IAR
Illinois(1/18/2024)
IAR
Iowa(1/12/2024)
IAR
Minnesota(1/12/2024)
RR
Minnesota(11/3/2025)
RR
Mississippi(11/3/2025)
IAR
Montana(1/11/2024)
RR
Montana(11/3/2025)
IAR
Wisconsin(1/12/2024)
RR
Wisconsin(11/3/2025)
RR
Wyoming(11/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 5/5/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 5/9/2020
General Securities Representative ExaminationGeneral 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
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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.
