JT
CFP
JT
CFP

Jacob Thibault

1 Year of Experience

Jacob Thibault is a CFP-designated registered investment advisor at Bgm Wealth Management, based in Bloomington, MN, with 1 years of industry experience. Jacob 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$517.5M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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.

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Employment History
Current Registrations
Bgm Wealth Management
August 2025 - Present · 8 mos
Previous Registrations
Lake Street Capital Markets, LLCBroker
July 2022 - February 2023 · 7 mos
State Registrations4 states
CAMNTXWI
Advisor

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.

Exams
No exam information available for this advisor.