Unclaimed Profile

Jon Thomas Meyer

BGM WEALTH PARTNERS, LLC·BLOOMINGTON, Minnesota

Series 7, Series 63, Series 65Clean record13 years registeredBGM WEALTH PARTNERS, LLC

7900 INTERNATIONAL DRIVE, BLOOMINGTON, MN 55425CRD# 2405548Firm CRD# 110483

Profile Verification

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

Identity

Jon Thomas Meyer · BLOOMINGTON, MN

Registration

CRD #2405548 · BGM WEALTH PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

BGM WEALTH MANAGEMENT

Jun 2013 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 3, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BGM WEALTH PARTNERS, LLC

CRD 110483 · SEC 801-53285

AUM

$487M

Regulatory assets under management

Employees

775 client accounts

Services offered by BGM WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BGM WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jon Thomas Meyer offer?

Jon Thomas Meyer specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.

What are Jon Thomas Meyer's credentials?

Jon Thomas Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Thomas Meyer located?

Jon Thomas Meyer 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 Jon Thomas Meyer charge for services?

Jon Thomas Meyer'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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