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).
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Total Assets Under Management453MILLION
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Total Number of Accounts737ACCOUNTS
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Average Account Value$615,319
- 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
CA, FL, MN, TX, WI
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.
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.
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.
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.
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.