Bgm Wealth Partners

Bgm Wealth Partners (CRD# 110483) is a financial advisory firm headquartered in Bloomington, MN. They manage $345,223,000 in 501 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    345
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $689,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Bgm Wealth Partners
Showing 1 - 8 of 8 top financial advisors.
1
Ellen O. Fee
CRD#: 5841237
4470 West 78th St. Circle, Suite 200, Bloomington, MN 55435
96
Wealthminder
score

Ellen Fee (CRD# 5841237) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has over 6 years of experience in the finance industry. Ellen Fee 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.

2
Jon T. Meyer
CRD#: 2405548
4470 West 78th St. Circle, Suite 200, Bloomington, MN 55435
96
Wealthminder
score

Jon Meyer (CRD# 2405548) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has over 24 years of experience in the finance industry. Jon Meyer 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.

3
David T. Pinkney
CRD#: 1018446
332 Minnesota Street, Suite W900, Saint Paul, MN 55101
96
Wealthminder
score

David Pinkney (CRD# 1018446) is an Investment Advisor Representative working at Bgm Wealth Partners in Saint Paul, MN and has over 31 years of experience in the finance industry. David Pinkney 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.

4
Benjamin B. Potthoff
CRD#: 4119512
4470 West 78th St. Circle, Suite 200, Bloomington, MN 55435
96
Wealthminder
score

Benjamin Potthoff (CRD# 4119512) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has over 17 years of experience in the finance industry. Benjamin Potthoff 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.

5
Ashley L. Reiter
CRD#: 5713934
4470 West 78th St. Circle, Suite 200, Bloomington, MN 55435
96
Wealthminder
score

Ashley Reiter (CRD# 5713934) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has over 7 years of experience in the finance industry. Ashley Reiter 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.

6
Daniel A. Boeckermann
CRD#: 2803677
4470 West 78th St. Circle, Suite 200, Bloomington, MN 55435
93
Wealthminder
score

Daniel Boeckermann (CRD# 2803677) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has over 21 years of experience in the finance industry.

7
Katherine A. Frazier
CRD#: 6411558
4470 West 78th St. Circle, Suite 200, Bloomington, MN 55435
92
Wealthminder
score

Katherine Frazier (CRD# 6411558) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has over 2 years of experience in the finance industry. Katherine Frazier 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.

8
Molly P. Sullivan
CRD#: 6279807
4470 West 78th St. Circle, Suite 200, Bloomington, MN 55435
87
Wealthminder
score

Molly Sullivan (CRD# 6279807) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has 1 year of experience in the finance industry.

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