Jesse J Bergland

Employer firm

Onepoint Bfg Wealth Partners CRD 318366

$15.1B regulatory AUM 27 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2002 → 01/2026
  The Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2010 → 01/2026
  Northwestern Mutual Investment Services, Llc
  Minneapolis, MN
• 09/2011 → 01/2026
  Northwestern Mutual Investment Services, Llc
  Minneapolis, MN
• 09/2015 → 01/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2026 → Present
  Bleakley Financial Group Llc Dba Voyage Wealth Architects?
  Minneapolis, MN
• 01/2026 → Present
  Bleakley Financial Group Llc Dba Onepoint Bfg Wealth Partners
  Minneapolis, MN

Previous Registrations

• 2011-09-19 → 2016-09-14
  Northwestern Mutual Investment Services, Llc
  Minneapolis, MN
  Minnetonka, MN
  Minnetonka, MN
  Minnetonka, MN
  Deephaven, MN
  Minneapolis, MN

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH BLEAKLEY FINANCIAL GROUP FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 100% OWNER, JBWI HOLDINGS, LLC, LEGAL ENTITY, START DATE: 12/21/2020, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, NON-INVESTMENT RELATED. 3. 42.5% OWNER, SCRATCH HOLDINGS, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 12/31/2020, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 4. 33% OWNER, SKRATCH A, LLC, 17770 WEST 58TH ST, MINNETONKA, , MINNESOTA, 55345, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 03/31/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, NON-INVESTMENT RELATED. 5. 50% OWNER, SKRATCH B, LLC, 225 S 6TH ST, MINNEAPOLIS, , MINNESOTA, 55402, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 01/30/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NON-INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-11-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant