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Current Employers
Onepoint Bfg Wealth Partners

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-29
  • MN RA
    APPROVED
    Since 2026-01-29

Branch Locations

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

90 S 7Th St Suite 2950, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
White Bear Yacht Club Dellwood MN 08/2015 05/2021
Eder And Associates Lake Elmo MN 05/2019 08/2019
Voyage Wealth Architects Lake Elmo MN 06/2021 07/2021
Northwestern Mutual Investment Services Llc Lake Elmo MN 07/2021 01/2026
White Bear Yacht Club Dellwood MN 05/2022 08/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2022 01/2026
Bleakley Financial Group Llc Dba Voyage Wealth Architects Minneapolis MN 01/2026 Present
Bleakley Financial Group Llc Dba Onepoint Bfg Wealth Partners Minneapolis MN 01/2026 Present
  • 08/2015 → 05/2021
    White Bear Yacht Club
    Dellwood, MN
  • 05/2019 → 08/2019
    Eder And Associates
    Lake Elmo, MN
  • 06/2021 → 07/2021
    Voyage Wealth Architects
    Lake Elmo, MN
  • 07/2021 → 01/2026
    Northwestern Mutual Investment Services Llc
    Lake Elmo, MN
  • 05/2022 → 08/2022
    White Bear Yacht Club
    Dellwood, MN
  • 07/2022 → 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
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-06-17
  • S63 Uniform Securities Agent State Law Examination
    2022-06-17
Designations
Other Names
  • Tate Chalmers

View on SEC IAPD

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