Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
6,850 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$10.1B

Fee Structure

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Location

377 E Butterfield Rd, Ste 400, Lombard, IL, 60148

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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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Employment History
Current Registrations
Onepoint Bfg Wealth Partners
October 2025 - Present · 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
June 2024 - October 2025 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLCBroker
June 2024 - October 2025 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - June 2024 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2022 - June 2024 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
August 2015 - September 2022 · 7 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.