SD
CFP
SD
CFP

Spencer William Davies

2 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
200 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$433.3M
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Location

7900 International Drive, Suite 800, Bloomington, MN, 55425

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History

Regulatory History
Clean regulatory record

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.

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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
October 2023 - Present · 2 yrs 4 mos
State Registrations4 states
CAMNTXWI
Advisor
Exams
No exam information available for this advisor.