William Friederichs (CRD# 1977953) is an Investment Advisor Representative working at Bgm Wealth Management in Bloomington, MN and has over 34 years of experience in the finance industry. William Friederichs 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# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bgm Wealth Partners | Bloomington, MN | Feb 2019 - Current | 5 |
Unemployed | Lake Elmo, MN | Dec 2017 - Feb 2019 | 1 |
Self | Lake Elmo, MN | Dec 2016 - Dec 2017 | 1 |
Foresters Financial Services, Inc. | Edison, NJ | Feb 2016 - Dec 2017 | 1 |
National Planning Corporation | Oakdale, MN | May 2012 - Feb 2016 | 3 |
Discovery Financial Centers, Inc. | Oakdale, MN | May 2012 - Feb 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1989 |
S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- MN
- TX
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Total Assets Under Management487MILLIONS
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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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