Bgm Wealth Management

CRD 110483 · Bloomington, MN · $517.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110483
SEC number: 801-53285
Firm type: RIA
Assets under management: $517.5M as of Jan 19, 2026
Website: www.linkedin.com/company/bgm360 ↗
Phone: 952-844-2500
Address: 7900 International Drive, Bloomington, MN, 55425

Advisors at this firm

7 in our index · page 1 of 1

Daniel Alphonse BoeckermannCRD 2803677 · Bloomington, MN

IA Registered
Spencer William DaviesCRD 6730966 · Bloomington, MN

IA Registered
Katherine Anne FrazierCRD 6411558 · Bloomington, MN

IA RegisteredRegistration inactive
William Matthew FriederichsCRD 1977953 · Bloomington, MN

IA RegisteredRegistration inactive
Ross Daniel GobelCRD 7617115 · Bloomington, MN

IA Registered
Jon Thomas MeyerCRD 2405548 · Bloomington, MN

IA Registered
Jacob Michael ThibaultCRD 7579753 · Bloomington, MN

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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