Bgm Wealth Partners

Bgm Wealth Partners (CRD# 110483) is a financial advisory firm headquartered in Bloomington, MN. They manage $453,489,876 in 737 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    737
    ACCOUNTS
  • Average Account Value
    $615,319
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
The map below shows states where this firm has explicit registration only.

CA, FL, MN, TX, WI

Financial Advisors at Bgm Wealth Partners
Showing 1 - 5 of 5 top financial advisors.
1
Daniel A. Boeckermann
CRD#: 2803677
7900 International Drive, Suite 800, Bloomington, MN 55425

Daniel Boeckermann (CRD# 2803677) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has over 27 years of experience in the finance industry.

2
Katherine A. Frazier
CRD#: 6411558
7900 International Drive, Suite 800, Bloomington, MN 55425

Katherine Frazier (CRD# 6411558) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has over 8 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.

3
William M. Friederichs
CRD#: 1977953
7900 International Drive, Suite 800, Bloomington, MN 55425

William Friederichs (CRD# 1977953) is an Investment Advisor Representative working at Bgm Wealth Partners 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.

4
Jon T. Meyer
CRD#: 2405548
7900 International Drive, Suite 800, Bloomington, MN 55425

Jon Meyer (CRD# 2405548) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has over 30 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.

5
Spencer W. Davies
CRD#: 6730966
7900 International Drive, Suite 800, Bloomington, MN 55425

Spencer Davies (CRD# 6730966) is an Investment Advisor Representative working at Bgm Wealth Partners 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.

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