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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-18-1996
- Office Locations
- 1
Office Locations
About BGM Wealth Management
BGM Wealth Management (BGM) is a Bloomington, MN-based advisory collective providing wealth management and broad financial planning for retail clients, including entrepreneurs, business owners, and retirees. Capabilities include portfolio construction and asset management plus retirement, college, tax, estate, and insurance planning. Portfolios are implemented primarily with ETFs. BGM operates an alternative practice structure alongside an independent CPA firm, with Schwab as a primary custodian.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
KATHERINE ANNE FRAZIER
Chief Compliance Officer, Chief Operating Officer
- CRD
- #6411558
- Ownership
- Less than 5%
JON THOMAS MEYER
President, Principal
- CRD
- #2405548
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DANIEL ALPHONSE BOECKERMANN
Principal
- CRD
- #2803677
Spencer William Davies
Financial Advisor
- CRD
- #6730966
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $505,521,227 | $611,271 |
| Non-Discretionary | $11,961,417 | $192,926 |
| Total | $517,482,644 | $582,095 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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