Colin Christopher Smith

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

• 09/2010 → 03/2025
  Northwestern Mutual Investment Services, Llc
  Richmond, VA
• 03/2013 → 03/2025
  Jeffrey Miller
  Richmond, VA
• 04/2013 → 03/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2014 → 05/2020
  Donald Creech
  Richmond, VA
• 03/2025 → Present
  Bleakley Financial Group
  Fairfield, NJ

Previous Registrations

• 2010-11-17 → 2022-01-24
  Northwestern Mutual Investment Services, Llc
  Richmond, VA
  Richmond, VA

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 100% OWNER, OAKLANDFIN, LLC, LEGAL ENTITY, START DATE: 11/5/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE. THIS IS JUST A LEGAL ENTITY NOT RECEIVING REVENUE/EXPENSES. 3. 50% OWNER, CNCG2, LLC, LEGAL ENTITY, START DATE: 11/5/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE. ENTITY WILL BE USED ONLY TO PAY ENSEMBLE (ENTITY) EXPENSES. 4. 10% OWNER, GS1250FL, LLC RECEIVING WMC COMPENSATION, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 11/5/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE. THIS IS AN ENTITY CREATED TO RECEIVE INVESTMENT-REVENUE ONLY FROM OUR ENSEMBLE.

Exams

• S66 Uniform Combined State Law Examination
  2010-11-15

Designations

• Chartered Financial Analyst