Unclaimed Profile

James Allen Grafstrom

BGM WEALTH PARTNERS, LLC·BLOOMINGTON, Minnesota

Clean recordBGM WEALTH PARTNERS, LLC

4470 WEST 78TH ST. CIRCLE, BLOOMINGTON, MN 55435CRD# 4388513Firm CRD# 110483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Allen Grafstrom · BLOOMINGTON, MN

Registration

CRD #4388513 · BGM WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Allen Grafstrom is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with BGM WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BGM WEALTH PARTNERS, LLC

BGM WEALTH PARTNERS

AUM

$487M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BGM WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4388513

Firm CRD# 110483

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Allen Grafstrom offer?

James Allen Grafstrom specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.

What are James Allen Grafstrom's credentials?

James Allen Grafstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Allen Grafstrom located?

James Allen Grafstrom is based in BLOOMINGTON, Minnesota, working with BGM WEALTH PARTNERS, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.

How does James Allen Grafstrom charge for services?

James Allen Grafstrom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BGM WEALTH PARTNERS, LLC?

BGM WEALTH PARTNERS, LLC has approximately 8 employees and manages $487M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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