Jon Meyer is a CFP-designated registered investment advisor at Bgm Wealth Management, based in Bloomington, MN, with 12 years of industry experience. Jon 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.
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Jon is a 5% owner of Cornerstone Private Asset Trust Co. LLC, a trust company.
Employment History
Current Registrations
Bgm Wealth Management
State Registrations4 states
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