Vincent John Nauheimer

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

• 02/2015 → 06/2017
  Summit Equities, Inc.
  Parsippany, NJ
• 06/2017 → 04/2025
  Lpl Financial, Llc
  Fairfield, NJ
• 06/2017 → 06/2022
  Private Advisor Group, Llc
  Fairfield, NJ
• 06/2022 → Present
  Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
  Parsippany, NJ

Previous Registrations

• 2017-06-14 → 2022-07-21
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2015-02-13 → 2017-06-02
  Summit Equities, Inc.
  New York, NY
  Parsippany, NJ
  Parsippany, NJ
• 2015-02-13 → 2017-06-02
  Summit Financial Resources Inc
  Parsippany, NJ
• 2013-11-18 → 2015-02-03
  Northwestern Mutual Investment Services, Llc
  Florham Park, NJ

Exams

• S66 Uniform Combined State Law Examination
  2013-11-13
• S63 Uniform Securities Agent State Law Examination
  2009-05-04