Erika Wood
Investment Adviser Representative at Integrity Alliance, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Erika Wood is an investment adviser representative in Maple Grove, MN, currently registered with Integrity Alliance, LLC. and Balefire, LLC. They have worked in the securities industry since 2007 and have been registered with 5 firms, including FUSE Partners, LLC and LPL Financial LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California, Illinois, Iowa, Minnesota, Texas, and Wisconsin.
Registrations & licenses
- Investment adviser:
- California, Illinois, Iowa, Minnesota, Texas, Wisconsin
- Broker:
4 states and territories
Michigan, Minnesota, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Principal LIFE InsuranceNov 2007 – Sep 2020Minnetonka, MN
- Bjorklund WOOD FinancialJan 2019 – Sep 2020Minnetonka, MN
- Principal Securities IncMar 2016 – Sep 2020Minnetonka, MN
- LPL Financial, LLCSep 2020 – Jun 2022Maple Grove, MN
- VisionPoint Advisory GroupSep 2020 – no end date reportedMinneapolis, MN
- Purshe Kaplan Sterling InvestmentsJun 2022 – Jan 2025Albany, NY
- Lion Street FinancialJan 2025 – Nov 2025Austin, TX
- Balefire, LLCSep 2020 – no end date reportedSt. Louis Park, MN
- Integrity Alliance, LLC.Nov 2025 – no end date reportedUrbandale, IA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrity Alliance, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Select Program - First $1,000,000 (min)1.00%
- Select Program - First $1,000,000 (max)2.80%
- Select Program - Next $2,000,000 (min)1.00%
- Select Program - Next $2,000,000 (max)2.20%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 372
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Urbandale, IA
- SEC file number:
- 801-69742
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 13, 2026
View full firm profileOther advisors at Integrity Alliance, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erika Wood has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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