Spencer Davies is a CFP-designated registered investment advisor at Bgm Wealth Management, based in Bloomington, MN, with 2 years of industry experience. Spencer 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
Get directionsHistory
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 →Other Business Activities
Spencer is the Vice President and a 10% shareholder of Lea Management Company, a real estate/management company, since 2007. He spends minimal time on general annual review analysis and discussion related to this role.
Employment History
Current Registrations
Bgm Wealth Management
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.