Bgm Wealth Management
Bgm Wealth Management (CRD# 110483) is a financial advisory firm headquartered in Bloomington, MN. They manage $487,380,008 in 775 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management487MILLION
-
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
Daniel Boeckermann (CRD# 2803677) is an Investment Advisor Representative working at Bgm Wealth Management in Bloomington, MN and has over 27 years of experience in the finance industry.
Katherine Frazier (CRD# 6411558) is an Investment Advisor Representative working at Bgm Wealth Management in Bloomington, MN and has over 8 years of experience in the finance industry.
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.
Jon Meyer (CRD# 2405548) is an Investment Advisor Representative working at Bgm Wealth Management in Bloomington, MN and has over 30 years of experience in the finance industry.
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.