Spencer Davies (CRD# 6730966) is an Investment Advisor Representative working at Bgm Wealth Management in Bloomington, MN and has 1 year of experience in the finance industry. Spencer Davies has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bgm Wealth Partners | Bloomington, MN | Feb 2022 - Current | 2 |
| Wells Fargo | Minneapolis, MN | Feb 2021 - Feb 2022 | 1 |
| Target | Brooklyn Park, MN | Oct 2020 - Jan 2021 | < 1 |
| Shoreland Country Club | St. Peter, MN | Jun 2014 - Oct 2020 | 6 |
| Northwestern Mutual | Mankato, MN | Dec 2016 - May 2018 | 1 |
| Not Employed - Highschool Student | Cleveland, MN | Oct 2013 - Jun 2014 | < 1 |
- MN
- TX
-
Total Assets Under Management487MILLIONS
-
Total Number of Accounts775ACCOUNTS
-
Average Account Value$628,877
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MN, TX, WI
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