BGM WEALTH PARTNERS, LLC of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 110483). Regulatory assets under management: $517.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jon Thomas Meyer | BOARDMEMBER, PRESIDENT; MEMBER | — |
| Katherine Anne Frazier | CCO | — |
| REKSTAD PETER JON | BOARD MEMBER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| BOECKERMANN DANIEL ALPHONSE | BOARDMEMBER; CHAIRMAN OF THE BOARD; CHIEF MANAGER (+2 more) | — |
| MAYER BRADLEY EUGENE | GOVERNOR; MEMBER | — |
| GRAFSTROM JAMES ALLEN | GOVERNOR; MEMBER | — |
| MEYER JON THOMAS | BOARDMEMBER; BOARDMEMBER, CHIEF COMPLIANCE OFFICER; BOARDMEMBER, PRESIDENT (+6 more) | — |
| BOECKERMANN DANIEL | CHIEF MANAGER; SHAREHOLDER | — |
| HEINEN ALLEN ALOIS | GOVERNOR | — |
| FRAZIER KATHERINE ANNE | CCO | — |