BGM Wealth Management

Jon Meyer is a CFP® with 12 years of experience in financial advising. He has worked with BGM Wealth Partners and its related entities since 2013. Meyer is also a partner and 5% owner of Cornerstone Private Asset Trust Co. LLC, a trust company. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients. The firm manages approximately $517 million in client assets across 213 households, focusing on integrated financial planning and coordination of investment, tax, and estate matters.

Spencer Davies is a CFP® professional with two years of industry experience, currently serving at BGM Wealth Partners. His prior work includes roles at Wells Fargo, Target, Northwestern Mutual, and Shoreland Country Club. Outside of advisory work, he holds a vice president and shareholder position at Lea Management Company, a real estate and management firm. BGM Wealth Partners is a team-based wealth management firm consisting of six advisors managing approximately $517 million in client assets for about 213 households. The firm serves individual and high-net-worth clients, focusing on integrated financial planning and portfolio management supported by a multidisciplinary team that includes CFP and CPA/PFS credentialed professionals.

Daniel Boeckermann is a financial advisor at BGM Wealth Management with 28 years of industry experience and holds a Series 65 designation. His work history includes roles at EntreBank, Venture Bank, and a long-standing association with Cornerstone Private Asset Trust Company and Boeckermann, Grafstrom & Mayer. He is involved in leadership positions with Cornerstone Private Asset Trust Company as well as the accounting firm Boeckermann, Grafstrom, Mayer. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by professionals with CFP and CPA/PFS credentials, and benefits from formal affiliations that provide direct access to trust administration and tax coordination.

William Friederichs is a CFP® professional with 32 years of industry experience, currently serving as an advisor at BGM Wealth Management since 2019. His prior experience includes roles at Foresters Financial Services, Inc., and a period of independent practice. BGM Wealth Partners is a team-based wealth management firm comprising six advisors, serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm is noted for its integrated approach to investment, tax, and estate planning, supported by credentialed professionals and formal affiliations with a private asset trust company and an accounting practice.

Katherine Frazier is a CFP® professional with 10 years of industry experience, currently serving as an advisor at BGM Wealth Management in Bloomington, MN. Her prior experience includes roles at Securities America Inc and Everest Financial Group. She is part of a six-advisor team at BGM Wealth Management. BGM Wealth Partners manages approximately $517 million in client assets for about 213 households, serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by a multidisciplinary team including CFP and CPA/PFS professionals.

Jacob Thibault is a CFP® with one year of industry experience and is currently an advisor at BGM Wealth Management. His prior work includes roles at Lake Street Capital Markets and Geraty Investments. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm is noted for its integrated planning approach and formal affiliations with trust and accounting entities that provide access to specialized tax and trust administration services.