William Matthew Friederichs

Employer firm

Bgm Wealth Management CRD 110483

$517M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 12/2017
  Foresters Financial Services, Inc.
  Edison, NJ
• 12/2016 → 12/2017
  Self
  Lake Elmo, MN
• 12/2017 → 02/2019
  Unemployed
  Lake Elmo, MN
• 02/2019 → Present
  Bgm Wealth Partners
  Bloomington, MN

Previous Registrations

• 2016-03-22 → 2017-12-14
  Foresters Advisory Services, Llc
  Edison, NJ
• 2012-05-07 → 2016-02-19
  National Planning Corporation
  Red Wing, MN
  Oakdale, MN
• 2010-06-28 → 2012-05-03
  Voya Financial Advisors, Inc.
  Bloomington, MN
  Bloomington, MN
  Red Wing, MN
  Oakdale, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-29
• S63 Uniform Securities Agent State Law Examination
  1989-09-05

Designations

• Certified Financial Planner