Bgm Wealth Partners
BGM Wealth Partners, LLC is a financial advisory firm located at 7900 International Drive, Suite 800, Bloomington, MN. The firm's team members hold various financial designations, including Certified Financial Planner (CFP®), Certified Public Accountant (CPA), and Personal Financial Specialist (PFS). These designations require specific educational backgrounds and ongoing continuing education. The firm's advisors, such as Daniel A. Boeckermann, Jon T. Meyer, Katie A. Frazier, Bill M. Friederichs, and Spencer W. Davies, have diverse educational backgrounds and extensive experience in the financial industry. BGM Wealth Partners emphasizes providing personalized financial planning services to clients, with a focus on expertise and educational qualifications. The firm's advisors are subject to written compliance and supervisory procedures to ensure the provision of investment advice. Clients can expect a high level of professionalism and expertise from the team. For more detailed information, clients can refer to the firm's Form ADV brochure or contact Katie Frazier, the Chief Compliance Officer, for any inquiries.
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