BGM WEALTH PARTNERS, LLC

BGM WEALTH PARTNERS
BLOOMINGTON, Minnesota·5 registered advisors·CRD# 110483
SEC# 801-532850952-844-2500
01

Firm Overview

AUM
$487M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BGM WEALTH PARTNERS, LLC

5 registered advisors
Bradley Eugene Mayer
BLOOMINGTON, Minnesota
Daniel Alphonse Boeckermann
BLOOMINGTON, Minnesota
James Allen Grafstrom
BLOOMINGTON, Minnesota
Jon Thomas Meyer
BLOOMINGTON, Minnesota
Katherine Anne Frazier
BLOOMINGTON, Minnesota
05

Office Locations

BLOOMINGTON, Minnesota
5 advisors

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Data sourced from SEC Form ADV filings. BGM WEALTH PARTNERS, LLC (CRD# 110483) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.