Shaun M Feldeisen

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

• 09/2004 → 02/2019
  The Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2004 → 02/2019
  Northwestern Mutual Investment Services, Llc
  Boston, MA
• 10/2010 → 02/2019
  Northwestern Mutual Investment Services, Llc
  Boston, MA
• 02/2015 → 02/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2019 → 04/2025
  Lpl Financial Llc
  Burlington, MA
• 02/2019 → 06/2022
  Private Advisor Group, Llc
  Boston, MA
• 06/2022 → Present
  Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
  Burlington, MA

Previous Registrations

• 2019-02-15 → 2022-07-20
  Private Advisor Group, Llc
  Boston, MA
  Morristown, NJ
• 2010-10-07 → 2016-09-14
  Northwestern Mutual Investment Services, Llc
  Boston, MA
  Boston, MA

Other Businesses

1) 01/11/2019 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 02/2019 2) Revolution Management Group LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 02/2019 - 2 hr/mth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-06
• S63 Uniform Securities Agent State Law Examination
  2005-12-22

Designations

• Certified Financial Planner