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Bg Wealth Advisory, LLC CRD 164471
462 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 Broadmoor Suite 500, Mission, KS 66202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-18 |
| NE | RA | APPROVED | 2024-11-14 |
| FL | RA | APPROVED | 2024-08-07 |
| MO | RA | APPROVED | 2024-04-12 |
| KS | RA | APPROVED | 2018-05-09 |
| TX | RA | APPROVED_RES | 2018-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bg Wealth Advisory, Llc | Mission | KS | 05/2014 | Present |
| Bg Wealth Advisory, Llc | Mission | KS | 04/2018 | Present |
| Wildtree Herbs | Mission | KS | 12/2017 | 04/2018 |
| Bg Wealth Management, Llc | Mission | KS | 06/2019 | Present |
BG Wealth Management, LLC, investment related, Mission, KS, Insurance services and product sales, Managing Member/Insurance Agent, started 06/2019, Approximately 45% of her time is spent in this capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-03 |
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