Best Investors Account Sign in
Inactive

Jon Thomas Meyer

Bgm Wealth Management

Bloomington, MN

Claim This Profile
Current Employers
Bgm Wealth Management

7900 International Drive Suite 800, Bloomington, MN 55425 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-16
WI RA APPROVED 2024-07-16
MN RA APPROVED 2013-12-02
TX RA APPROVED 2013-12-02
  • CA RA
    APPROVED
    Since 2024-07-16
  • WI RA
    APPROVED
    Since 2024-07-16
  • MN RA
    APPROVED
    Since 2013-12-02
  • TX RA
    APPROVED
    Since 2013-12-02

Branch Locations

7900 International Drive Suite 800, Bloomington, MN 55425 • 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
Bgm Trunorth Wealth Partners, Llc Bloomington MN 12/2013 10/2016
Bgm Wealth Partners Bloomington MN 09/2022 Present
Bgm Wealth Partners Bloomington MN 10/2016 09/2022
  • 12/2013 → 10/2016
    Bgm Trunorth Wealth Partners, Llc
    Bloomington, MN
  • 09/2022 → Present
    Bgm Wealth Partners
    Bloomington, MN
  • 10/2016 → 09/2022
    Bgm Wealth Partners
    Bloomington, MN
Other Businesses

PARTNER - CORNERSTONE PRIVATE ASSET TRUST CO. LLC - A TRUST COMPANY -5% OWNER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-20
S63 Uniform Securities Agent State Law Examination 1993-11-02
  • S65 Uniform Investment Adviser Law Examination
    2002-05-20
  • S63 Uniform Securities Agent State Law Examination
    1993-11-02
Designations
Other Names
  • Jon Thomas Jmeyer

View on SEC IAPD

Other Firms

PETROS FAMILY WEALTH, LLC
JNBA FINANCIAL ADVISORS, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
ELEVATION POINT WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.

Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor