William Friederichs is a CFP-designated registered investment advisor at Bgm Wealth Management, based in Bloomington, MN, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 213 clients with $520M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7900 International Drive, Suite 800, Bloomington, MN, 55425
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bgm Wealth Management
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Lincoln Financial Distributors, INC.Broker
Allianz Life Financial Services, LLCBroker
Washington Square Securities, INC.Broker
Fortis Investors, INC.Broker
Westonka Investments, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.