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.
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.
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.
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.