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James Allen Grafstrom

BGM WEALTH PARTNERS, LLC·BLOOMINGTON, Minnesota
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4470 WEST 78TH ST. CIRCLE, BLOOMINGTON, MN 55435CRD# 4388513Firm CRD# 110483
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BGM WEALTH PARTNERS, LLC
BGM WEALTH PARTNERS
AUM
$487M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BGM WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4388513
Firm CRD# 110483
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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