WF
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
200 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$433.3M
Fee Structure
I am sorry, but I cannot provide any information about the fees charged by BGM Wealth Partners, LLC, as this document is only a supplement to their Form ADV Part 2A brochure, which would contain the fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
7900 International Drive, Suite 800, Bloomington, MN, 55425
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bgm Wealth Management
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
March 2016 - December 2017 · 1 yr 9 mos
Foresters Financial Services, INC.Broker
March 2016 - December 2017 · 1 yr 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2012 - February 2016 · 3 yrs 9 mos
National Planning CorporationBroker
May 2012 - February 2016 · 3 yrs 9 mos
Ing Financial Partners, INC
June 2010 - May 2012 · 1 yr 11 mos
Ing Financial Partners, INC. Broker
July 2009 - May 2012 · 2 yrs 10 mos
Lincoln Financial Distributors, INC.Broker
October 2007 - April 2009 · 1 yr 6 mos
Allianz Life Financial Services, LLCBroker
February 2000 - May 2007 · 7 yrs 3 mos
Washington Square Securities, INC. Broker
May 1996 - February 2000 · 3 yrs 9 mos
Fortis Investors, INC.Broker
April 1992 - May 1996 · 4 yrs 1 mo
Westonka Investments, INC.Broker
August 1989 - April 1990 · 8 mos
State Registrations4 states
CAMNTXWI
Advisor
Exams
No exam information available for this advisor.