Daniel Anthony Deangelis

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

• 06/2020 → 04/2022
  Fedex Ground
  Carol Stream, IL
• 01/2017 → 02/2020
  Depot Dental Lab
  Wood Dale, IL
• 06/2015 → 12/2016
  Turtle Wax
  Bloomingdale, IL
• 07/2023 → 10/2025
  Northwestern Mutual Investment Services Llc
  Lombard, IL
• 04/2022 → Present
  Kevin Spahn
  Lombard, IL
• 02/2020 → 06/2020
  Unemployed
  Bloomingdale, IL
• 10/2025 → Present
  Bleakley Financial Group Dba Spahn Financial & Onepoint Bfg
  Parsippany, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-13

Designations

• Certified Financial Planner