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Onepoint Bfg Wealth Partners CRD 318366
$15.1B regulatory AUM 27 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-19 |
Branch Locations
145 Lincoln Ave Suite B, Winter Park, FL 32789 • United States
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2016 | 04/2026 |
| Northwestern Mutual Investment Services Llc | Orlando | FL | 06/2016 | 04/2026 |
| Northwestern Wealth Management Company | Milwaukee | WI | 04/2017 | 04/2026 |
| Bleakley Financial Group Dba Onepoint Bfg Wealth Partners | Orlando | FL | 04/2026 | Present |
| Bleakley Financial Group Dba Armstrong & Sinoff Financial | Orlando | FL | 04/2026 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH ONEPOINT BFG FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2. 15% OWNER, ASWM HOLDINGS, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 07/15/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES. 3. 100% OWNER, APSFG HOLDINGS, LLC, LEGAL ENTITY, START DATE: 07/19/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
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