Spencer William Davies

Employer firm

Bgm Wealth Management CRD 110483

$517M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2022 → Present
  Bgm Wealth Partners
  Bloomington, MN
• 02/2021 → 02/2022
  Wells Fargo
  Minneapolis, MN
• 10/2020 → 01/2021
  Target
  Brooklyn Park, MN
• 12/2016 → 05/2018
  Northwestern Mutual
  Mankato, MN
• 06/2014 → 10/2020
  Shoreland Country Club
  St. Peter, MN

Other Businesses

1) Lea Management Company 2) No 3) 304 Lloyd Place Albert Lea, MN 56007 4) Real Estate / Management Company 5) Vice President 6) Vice President & 10% Shareholder 7) 01/01/2007 8) 1 hour/month average 9) 0 during trading hours 10) General annual review analysis, discussion.

Designations

• Certified Financial Planner