Bgm Trunorth Wealth Partners, LLC

Bgm Trunorth Wealth Partners, LLC (CRD# 110483) is a financial advisory firm headquartered in Saint Paul, MN. They manage $588,026,510 in 1,410 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    588
    MILLION
  • Total Number of Accounts
    1,410
    ACCOUNTS
  • Average Account Value
    $417,040
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AZ, CA, FL, MN, OK, TX, WA, WI

Financial Advisors at Bgm Trunorth Wealth Partners, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Aimee J. Hatlestad
CRD#: 3230060
332 Minnesota Street, Suite W900, Saint Paul, MN 55101
96
Wealthminder
score

Aimee Hatlestad (CRD# 3230060) is an Investment Advisor Representative working at Bgm Trunorth Wealth Partners, LLC in Saint Paul, MN and has over 18 years of experience in the finance industry. Aimee Hatlestad 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
332 Minnesota Street, Suite W900, Saint Paul, MN 55101
96
Wealthminder
score

Jon Meyer (CRD# 2405548) is an Investment Advisor Representative working at Bgm Trunorth Wealth Partners, LLC in Saint Paul, 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 Trunorth Wealth Partners, LLC 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
332 Minnesota Street, Suite W900, Saint Paul, MN 55101
96
Wealthminder
score

Benjamin Potthoff (CRD# 4119512) is an Investment Advisor Representative working at Bgm Trunorth Wealth Partners, LLC in Saint Paul, 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
Peter J. Rekstad
CRD#: 2016409
332 Minnesota Street, Suite W900, Saint Paul, MN 55101
96
Wealthminder
score

Peter Rekstad (CRD# 2016409) is an Investment Advisor Representative working at Bgm Trunorth Wealth Partners, LLC in Saint Paul, MN and has over 27 years of experience in the finance industry.

6
David M. Sayers
CRD#: 5352026
332 Minnesota Street, Suite W900, Saint Paul, MN 55101
96
Wealthminder
score

David Sayers (CRD# 5352026) is an Investment Advisor Representative working at Bgm Trunorth Wealth Partners, LLC in Saint Paul, MN and has over 10 years of experience in the finance industry. David Sayers 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.

7
Daniel A. Boeckermann
CRD#: 2803677
332 Minnesota Street, Suite W900, Saint Paul, MN 55101
93
Wealthminder
score

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

8
Ellen O. Fee
CRD#: 5841237
332 Minnesota Street, Suite W900, Saint Paul, MN 55101
93
Wealthminder
score

Ellen Fee (CRD# 5841237) is an Investment Advisor Representative working at Bgm Trunorth Wealth Partners, LLC in Saint Paul, 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.

9
Sharon Morrison
CRD#: 1326185
332 Minnesota Street, Suite W900, Saint Paul, MN 55101
90
Wealthminder
score

Sharon Morrison (CRD# 1326185) is an Investment Advisor Representative working at Bgm Trunorth Wealth Partners, LLC in Saint Paul, MN and has 1 year of experience in the finance industry. Sharon Morrison 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.

10
Molly P. Sullivan
CRD#: 6279807
332 Minnesota Street, Suite W900, Saint Paul, MN 55101
87
Wealthminder
score

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

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.